Global Financial Private Client’s Schwab US REIT ETF SCHH Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-930	Closed	-$20K	–	1329
2025 Q1	$20K	Hold	930	–	–	0.01%	446
2024 Q4	$19.6K	Hold	930	–	–	0.01%	433
2024 Q3	$21.5K	Hold	930	–	–	0.01%	419
2024 Q2	$18.6K	Hold	930	–	–	0.01%	394
2024 Q1	$18.6K	Hold	930	–	–	0.01%	403
2023 Q4	$19.3K	Hold	930	–	–	0.01%	396
2023 Q3	$16.2K	Hold	930	–	–	0.01%	387
2023 Q2	$18.3K	Hold	930	–	–	0.01%	380
2023 Q1	$18K	Hold	930	–	–	0.01%	384
2022 Q4	$17.9K	Hold	930	–	–	0.01%	364
2022 Q3	$17.6K	Hold	930	–	–	0.01%	365
2022 Q2	$20K	Hold	930	–	–	0.01%	345
2022 Q1	$23.6K	Hold	930	–	–	0.01%	335
2021 Q4	$24.5K	Buy	+930	New	+$22.9K	0.01%	320

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Global Financial Private Client's SCHH Position: Q2 2025 in Review

Global Financial Private Client sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 930 shares — an estimated $20K sold.

Global Financial Private Client first reported a position in SCHH in Q4 2021 and held it in 14 quarters. The position peaked at $24.5K in Q4 2021. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

Global Financial Private Client reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 930 Schwab US REIT ETF shares in Q2 2025, an estimated $20K.
Global Financial Private Client first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 14 quarters.
Global Financial Private Client's Schwab US REIT ETF position peaked at $24.5K in Q4 2021.
517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.