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Galvin Gaustad & Stein’s Schwab US REIT ETF SCHH Stock Holding History

Galvin Gaustad & Stein’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
Q1 		– Sell
-9,981
Closed -$210K – 185
2024
Q4 		$210K Sell
9,981
-12,382
-55% -$277K 0.02% 180
2024
Q3 		$518K Sell
22,363
-3,044
-12% -$66.6K 0.05% 129
2024
Q2 		$507K Sell
25,407
-1,948
-7% -$38K 0.05% 125
2024
Q1 		$555K Buy
27,355
+95
+0.3% +$1.91K 0.05% 120
2023
Q4 		$565K Buy
27,260
+7,695
+39% +$143K 0.05% 111
2023
Q3 		$347K Buy
19,565
+1,955
+11% +$37.6K 0.04% 142
2023
Q2 		$344K Sell
17,610
-550
-3% -$10.5K 0.03% 135
2023
Q1 		$354K Buy
18,160
+4,177
+30% +$83.7K 0.03% 133
2022
Q4 		$270K Buy
13,983
+1,995
+17% +$38.4K 0.03% 140
2022
Q3 		$224K Buy
11,988
+1,595
+15% +$34.5K 0.02% 150
2022
Q2 		$219K Buy
10,393
+1,410
+16% +$32.4K 0.02% 158
2022
Q1 		$224K Buy
8,983
+1
+0% +$24 0.02% 162
2021
Q4 		$237K Sell
8,982
-100
-1% -$2.46K 0.02% 163
2021
Q3 		$207K Hold
9,082
– – 0.02% 174
2021
Q2 		$208K Sell
9,082
-700
-7% -$15.6K 0.02% 189
2021
Q1 		$201K Buy
+9,782
New +$191K 0.02% 185

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Galvin Gaustad & Stein's SCHH Position: Q1 2025 in Review

Galvin Gaustad & Stein sold out of Schwab US REIT ETF (SCHH) in Q1 2025, closing a stake of 9,981 shares — an estimated $210K sold.

Galvin Gaustad & Stein first reported a position in SCHH in Q1 2021 and held it in 16 quarters. The position peaked at $565K in Q4 2023. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

  • Galvin Gaustad & Stein reported no remaining Schwab US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 9,981 Schwab US REIT ETF shares in Q1 2025, an estimated $210K.
  • Galvin Gaustad & Stein first reported a position in Schwab US REIT ETF in Q1 2021 and held it in 16 quarters.
  • Galvin Gaustad & Stein's Schwab US REIT ETF position peaked at $565K in Q4 2023.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2025, filed 7 May 2025.