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Legend Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Legend Financial Advisors’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
Q3 		– Sell
-22
Closed -$466 – 141
2025
Q2 		$466 Buy
+22
New +$461 ﹤0.01% 162
2025
Q1 		– Sell
-22
Closed -$463 – 211
2024
Q4 		$463 Buy
+22
New +$492 ﹤0.01% 226

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 $20.9B AUM 19.34% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Legend Financial Advisors's SCHH Position: Q3 2025 in Review

Legend Financial Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 22 shares — an estimated $466 sold.

Legend Financial Advisors first reported a position in SCHH in Q4 2024 and held it in 2 quarters. The position peaked at $466 in Q2 2025. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Legend Financial Advisors reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 22 Schwab US REIT ETF shares in Q3 2025, an estimated $466.
  • Legend Financial Advisors first reported a position in Schwab US REIT ETF in Q4 2024 and held it in 2 quarters.
  • Legend Financial Advisors's Schwab US REIT ETF position peaked at $466 in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.