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Future Financial Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Future Financial Wealth Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,900
Closed -$84.1K – 374
2025
Q3 		$84.1K Hold
3,900
– – 0.05% 190
2025
Q2 		$82.5K Hold
3,900
– – 0.06% 184
2025
Q1 		$83.9K Hold
3,900
– – 0.06% 172
2024
Q4 		$82.1K Hold
3,900
– – 0.06% 179
2024
Q3 		$90.4K Buy
+3,900
New +$85.3K 0.06% 181
2024
Q2 		– Sell
-3,900
Closed -$79.2K – 392
2024
Q1 		$79.2K Buy
+3,900
New +$78.2K 0.06% 203
2022
Q2 		– Sell
-3,800
Closed -$95K – 403
2022
Q1 		$95K Hold
3,800
– – 0.08% 187
2021
Q4 		$99K Buy
+3,800
New +$93.6K 0.08% 194

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Future Financial Wealth Management's SCHH Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 3,900 shares — an estimated $84.1K sold.

Future Financial Wealth Management first reported a position in SCHH in Q4 2021 and held it in 8 quarters. The position peaked at $99K in Q4 2021. 558 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 3,900 Schwab US REIT ETF shares in Q4 2025, an estimated $84.1K.
  • Future Financial Wealth Management first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 8 quarters.
  • Future Financial Wealth Management's Schwab US REIT ETF position peaked at $99K in Q4 2021.
  • 558 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.