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Lifeworks Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Lifeworks 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
Q1 		– Sell
-15,168
Closed -$319K – 328
2024
Q4 		$319K Buy
15,168
+3,174
+26% +$70.9K 0.06% 220
2024
Q3 		$278K Buy
+11,994
New +$262K 0.05% 237

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 $20.9B AUM 19.34% 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 $1.09B AUM 11.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Lifeworks Advisors's SCHH Position: Q1 2025 in Review

Lifeworks Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2025, closing a stake of 15,168 shares — an estimated $319K sold.

Lifeworks Advisors first reported a position in SCHH in Q3 2024 and held it in 2 quarters. The position peaked at $319K in Q4 2024. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

  • Lifeworks Advisors reported no remaining Schwab US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 15,168 Schwab US REIT ETF shares in Q1 2025, an estimated $319K.
  • Lifeworks Advisors first reported a position in Schwab US REIT ETF in Q3 2024 and held it in 2 quarters.
  • Lifeworks Advisors's Schwab US REIT ETF position peaked at $319K in Q4 2024.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on Lifeworks Advisors's 13F filing for Q1 2025, filed 6 May 2025.