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IFC & Insurance Marketing’s Schwab US REIT ETF SCHH Stock Holding History

IFC & Insurance Marketing’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
2026
Q1 		– Sell
-131
Closed -$3K – 559
2025
Q4 		$3K Buy
+131
New +$2.78K ﹤0.01% 607

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Creative Planning
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Two Sigma Investments
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

IFC & Insurance Marketing's SCHH Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 131 shares — an estimated $3K sold.

IFC & Insurance Marketing first reported a position in SCHH in Q4 2025 and held it in 1 quarter. The position peaked at $3K in Q4 2025. 567 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 131 Schwab US REIT ETF shares in Q1 2026, an estimated $3K.
  • IFC & Insurance Marketing first reported a position in Schwab US REIT ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Schwab US REIT ETF position peaked at $3K in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.