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Hager Investment Management Services’s Schwab US REIT ETF SCHH Stock Holding History

Hager Investment Management Services’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
-280
Closed -$6.02K – 303
2025
Q1 		$6.02K Buy
+280
New +$5.98K ﹤0.01% 239

Other funds holding SCHH

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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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Hager Investment Management Services's SCHH Position: Q2 2025 in Review

Hager Investment Management Services sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 280 shares — an estimated $6.02K sold.

Hager Investment Management Services first reported a position in SCHH in Q1 2025 and held it in 1 quarter. The position peaked at $6.02K in Q1 2025. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Hager Investment Management Services reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Hager Investment Management Services sold 280 Schwab US REIT ETF shares in Q2 2025, an estimated $6.02K.
  • Hager Investment Management Services first reported a position in Schwab US REIT ETF in Q1 2025 and held it in 1 quarter.
  • Hager Investment Management Services's Schwab US REIT ETF position peaked at $6.02K in Q1 2025.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Hager Investment Management Services's 13F filing for Q2 2025, filed 23 Jul 2025.