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

Iron Horse 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
Q2 		$7.43K Hold
351
– – ﹤0.01% 326
2025
Q1 		$7.55K Hold
351
– – ﹤0.01% 307
2024
Q4 		$7.39K Hold
351
– – ﹤0.01% 269
2024
Q3 		$8.13K Hold
351
– – ﹤0.01% 255
2024
Q2 		$7.01K Buy
+351
New +$6.84K ﹤0.01% 246
2022
Q3 		– Sell
-25
Closed -$1K – 255
2022
Q2 		$1K Buy
+25
New +$575 ﹤0.01% 233

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $10.1B AUM 14.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Iron Horse Wealth Management's SCHH Position: Q2 2025 in Review

Iron Horse Wealth Management held its Schwab US REIT ETF (SCHH) position steady in Q2 2025 at 351 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Iron Horse Wealth Management first reported a position in SCHH in Q2 2022 and has held it in 6 quarters since. The position peaked at $8.13K in Q3 2024. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Iron Horse Wealth Management held 351 shares of Schwab US REIT ETF worth $7.43K as of Q2 2025.
  • Iron Horse Wealth Management left its Schwab US REIT ETF share count unchanged in Q2 2025.
  • Schwab US REIT ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #326 holding.
  • Iron Horse Wealth Management first reported a position in Schwab US REIT ETF in Q2 2022 and has held it in 6 quarters since.
  • Iron Horse Wealth Management's Schwab US REIT ETF position peaked at $8.13K in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.