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Lowe Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Lowe Wealth 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 		$1.73K Buy
+80
New +$1.71K ﹤0.01% 343
2022
Q4 		– Sell
-84
Closed -$2K – 362
2022
Q3 		$2K Hold
84
– – ﹤0.01% 299
2022
Q2 		$2K Hold
84
– – ﹤0.01% 281
2022
Q1 		$2K Buy
+84
New +$2.03K ﹤0.01% 292

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
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

Lowe Wealth Advisors's SCHH Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in Schwab US REIT ETF (SCHH) in Q3 2025: 80 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #343 among its holdings. This is a return to the name: Lowe Wealth Advisors previously reported a position in SCHH as recently as Q3 2022.

Lowe Wealth Advisors first reported a position in SCHH in Q1 2022 and has held it in 4 quarters since. The position peaked at $2K in Q3 2022. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Lowe Wealth Advisors held 80 shares of Schwab US REIT ETF worth $1.73K as of Q3 2025.
  • Schwab US REIT ETF was a new Lowe Wealth Advisors position in Q3 2025.
  • Schwab US REIT ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #343 holding.
  • Lowe Wealth Advisors first reported a position in Schwab US REIT ETF in Q1 2022 and has held it in 4 quarters since.
  • Lowe Wealth Advisors's Schwab US REIT ETF position peaked at $2K in Q3 2022.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.