Heritage Financial Services’s Schwab US REIT ETF SCHH Stock Holding History

Heritage Financial 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 Q4	$373K	Sell	17,836 -620	-3%	-$13.1K	0.03%	85
2025 Q3	$398K	Sell	18,456 -82	-0.4%	-$1.75K	0.04%	86
2025 Q2	$392K	Sell	18,538 -884	-5%	-$18.5K	0.04%	80
2025 Q1	$418K	Buy	19,422 +589	+3%	+$12.6K	0.04%	78
2024 Q4	$397K	Sell	18,833 -1,497	-7%	-$33.5K	0.05%	76
2024 Q3	$471K	Buy	20,330 +1,098	+6%	+$24K	0.06%	66
2024 Q2	$384K	Buy	19,232 +149	+0.8%	+$2.91K	0.06%	70
2024 Q1	$387K	Buy	19,083 +1,927	+11%	+$38.6K	0.06%	70
2023 Q4	$355K	Buy	+17,156	New	+$319K	0.06%	72

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

DUMAC Inc Durham, North Carolina $820M AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Financial Services's SCHH Position: Q4 2025 in Review

Heritage Financial Services reduced its Schwab US REIT ETF (SCHH) stake by 3.4% in Q4 2025, selling an estimated $13.1K and leaving 17,836 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #85.

Heritage Financial Services first reported a position in SCHH in Q4 2023 and has held it in 9 quarters since. The position peaked at $471K in Q3 2024. 555 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

Heritage Financial Services held 17,836 shares of Schwab US REIT ETF worth $373K as of Q4 2025.
Heritage Financial Services sold 620 Schwab US REIT ETF shares in Q4 2025, an estimated $13.1K.
Schwab US REIT ETF made up 0.03% of Heritage Financial Services's portfolio in Q4 2025, its #85 holding.
Heritage Financial Services first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 9 quarters since.
Heritage Financial Services's Schwab US REIT ETF position peaked at $471K in Q3 2024.
555 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.