IWP
SCHH icon

IAG Wealth Partners’s Schwab US REIT ETF SCHH Stock Holding History

IAG Wealth Partners’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
Q1 		– Sell
-52
Closed -$1.09K – 526
2024
Q4 		$1.09K Buy
+52
New +$1.16K ﹤0.01% 481
2022
Q4 		– Sell
-246
Closed -$5K – 480
2022
Q3 		$5K Hold
246
– – ﹤0.01% 347
2022
Q2 		$5K Hold
246
– – ﹤0.01% 341
2022
Q1 		$6K Sell
246
-268
-52% -$6.47K ﹤0.01% 346
2021
Q4 		$14K Buy
+514
New +$12.7K ﹤0.01% 263

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

IAG Wealth Partners's SCHH Position: Q1 2025 in Review

IAG Wealth Partners sold out of Schwab US REIT ETF (SCHH) in Q1 2025, closing a stake of 52 shares — an estimated $1.09K sold.

IAG Wealth Partners first reported a position in SCHH in Q4 2021 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

  • IAG Wealth Partners reported no remaining Schwab US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 52 Schwab US REIT ETF shares in Q1 2025, an estimated $1.09K.
  • IAG Wealth Partners first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 5 quarters.
  • IAG Wealth Partners's Schwab US REIT ETF position peaked at $14K in Q4 2021.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on IAG Wealth Partners's 13F filing for Q1 2025, filed 16 Apr 2025.