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HighMark Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

HighMark Wealth Management’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
-21
Closed -$449 – 648
2025
Q3 		$449 Buy
+21
New +$448 ﹤0.01% 563

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HighMark Wealth Management's SCHH Position: Q4 2025 in Review

HighMark Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 21 shares — an estimated $449 sold.

HighMark Wealth Management first reported a position in SCHH in Q3 2025 and held it in 1 quarter. The position peaked at $449 in Q3 2025. 558 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • HighMark Wealth Management reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 21 Schwab US REIT ETF shares in Q4 2025, an estimated $449.
  • HighMark Wealth Management first reported a position in Schwab US REIT ETF in Q3 2025 and held it in 1 quarter.
  • HighMark Wealth Management's Schwab US REIT ETF position peaked at $449 in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.