Guardian Wealth Advisors (North Carolina)’s Schwab US REIT ETF SCHH Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-94	Closed	-$1.99K	–	507
2025 Q2	$1.99K	Sell	94 -166	-64%	-$3.48K	﹤0.01%	527
2025 Q1	$5.59K	Buy	260 +159	+157%	+$3.4K	﹤0.01%	482
2024 Q4	$2.13K	Buy	+101	New	+$2.26K	﹤0.01%	486
2024 Q2	–	Sell	-200	Closed	-$4.06K	–	461
2024 Q1	$4.06K	Sell	200 -351	-64%	-$7.04K	﹤0.01%	411
2023 Q4	$11.4K	Buy	551 +351	+176%	+$6.52K	﹤0.01%	379
2023 Q3	$3.55K	Hold	200	–	–	﹤0.01%	383
2023 Q2	$3.91K	Hold	200	–	–	﹤0.01%	370
2023 Q1	$3.9K	Hold	200	–	–	﹤0.01%	366
2022 Q4	$3.86K	Hold	200	–	–	﹤0.01%	339
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	313
2022 Q2	$4K	Buy	+200	New	+$4.6K	﹤0.01%	323

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 $20.9B AUM 19.34% 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 $11B AUM 18.22% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SCHH Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 94 shares — an estimated $1.99K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHH in Q2 2022 and held it in 11 quarters. The position peaked at $11.4K in Q4 2023. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 94 Schwab US REIT ETF shares in Q3 2025, an estimated $1.99K.
Guardian Wealth Advisors (North Carolina) first reported a position in Schwab US REIT ETF in Q2 2022 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s Schwab US REIT ETF position peaked at $11.4K in Q4 2023.
539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.