GPS Wealth Strategies Group’s Schwab US REIT ETF SCHH Stock Holding History

GPS Wealth Strategies Group’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	-279	Closed	-$6.02K	–	1390
2025 Q3	$6.02K	Hold	279	–	–	﹤0.01%	1218
2025 Q2	$5.9K	Hold	279	–	–	﹤0.01%	1160
2025 Q1	$6K	Buy	279 +269	+2,690%	+$5.75K	﹤0.01%	1110
2024 Q4	$211	Hold	10	–	–	﹤0.01%	1347
2024 Q3	$232	Hold	10	–	–	﹤0.01%	1353
2024 Q2	$200	Sell	10 -201	-95%	-$3.92K	﹤0.01%	1319
2024 Q1	$4.29K	Buy	211 +201	+2,010%	+$4.03K	﹤0.01%	1026
2023 Q4	$207	Hold	10	–	–	﹤0.01%	1214
2023 Q3	$178	Hold	10	–	–	﹤0.01%	1246
2023 Q2	$195	Hold	10	–	–	﹤0.01%	1217
2023 Q1	$195	Buy	+10	New	+$200	﹤0.01%	1222
2022 Q4	–	Sell	-304	Closed	-$6K	–	902
2022 Q3	$6K	Hold	304	–	–	﹤0.01%	871
2022 Q2	$6K	Hold	304	–	–	﹤0.01%	861
2022 Q1	$8K	Hold	304	–	–	﹤0.01%	775
2021 Q4	$8K	Buy	304 +294	+2,940%	+$7.25K	﹤0.01%	785
2021 Q3	$0	Hold	10	–	–	﹤0.01%	1065
2021 Q2	$0	Hold	10	–	–	﹤0.01%	1062
2021 Q1	$0	Buy	+10	New	+$196	﹤0.01%	956

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

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

GPS Wealth Strategies Group's SCHH Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 279 shares — an estimated $6.02K sold.

GPS Wealth Strategies Group first reported a position in SCHH in Q1 2021 and held it in 18 quarters. The position peaked at $8K in Q1 2022. 558 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 279 Schwab US REIT ETF shares in Q4 2025, an estimated $6.02K.
GPS Wealth Strategies Group first reported a position in Schwab US REIT ETF in Q1 2021 and held it in 18 quarters.
GPS Wealth Strategies Group's Schwab US REIT ETF position peaked at $8K in Q1 2022.
558 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.