GeoWealth Management’s Schwab US REIT ETF SCHH Stock Holding History

GeoWealth 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 Q3	–	Sell	-322	Closed	-$6.82K	–	1139
2025 Q2	$6.82K	Buy	322 +2	+0.6%	+$42	﹤0.01%	1137
2025 Q1	$6.88K	Buy	320 +2	+0.6%	+$43	﹤0.01%	1005
2024 Q4	$6.7K	Buy	318 +3	+1%	+$67	﹤0.01%	1526
2024 Q3	$7.29K	Buy	+315	New	+$6.89K	﹤0.01%	1411
2022 Q4	–	Sell	-78	Closed	-$1K	–	392
2022 Q3	$1K	Hold	78	–	–	﹤0.01%	341
2022 Q2	$2K	Hold	78	–	–	﹤0.01%	330
2022 Q1	$2K	Hold	78	–	–	﹤0.01%	392
2021 Q4	$2K	Hold	78	–	–	﹤0.01%	374
2021 Q3	$2K	Hold	78	–	–	﹤0.01%	391
2021 Q2	$2K	Hold	78	–	–	﹤0.01%	271
2021 Q1	$2K	Buy	+78	New	+$1.53K	﹤0.01%	204
2020 Q2	–	Sell	-59,840	Closed	-$979K	–	159
2020 Q1	$979K	Buy	59,840 +4,040	+7%	+$86.2K	0.69%	41
2019 Q4	$1.28M	Sell	55,800 -159,952	-74%	-$3.73M	0.69%	43
2019 Q3	$5.09M	Buy	+215,752	New	+$4.95M	1.14%	19

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

GeoWealth Management's SCHH Position: Q3 2025 in Review

GeoWealth Management sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 322 shares — an estimated $6.82K sold.

GeoWealth Management first reported a position in SCHH in Q3 2019 and held it in 14 quarters. The position peaked at $5.09M in Q3 2019. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

GeoWealth Management reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 322 Schwab US REIT ETF shares in Q3 2025, an estimated $6.82K.
GeoWealth Management first reported a position in Schwab US REIT ETF in Q3 2019 and held it in 14 quarters.
GeoWealth Management's Schwab US REIT ETF position peaked at $5.09M in Q3 2019.
539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.