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Marotta Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Marotta Asset 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 		– Sell
-9,822
Closed -$228K – 114
2025
Q1 		$228K Buy
+9,822
New +$210K 0.04% 102
2024
Q4 		– Sell
-9,822
Closed -$228K – 111
2024
Q3 		$228K Sell
9,822
-7,408
-43% -$162K 0.04% 102
2024
Q2 		$341K Sell
17,230
-258
-1% -$5.03K 0.07% 89
2024
Q1 		$355K Sell
17,488
-462
-3% -$9.26K 0.07% 81
2023
Q4 		$372K Sell
17,950
-3,375
-16% -$62.7K 0.08% 79
2023
Q3 		$379K Sell
21,325
-965
-4% -$18.6K 0.09% 75
2023
Q2 		$435K Buy
+22,290
New +$427K 0.1% 72
2022
Q4 		$480K Sell
24,876
-569
-2% -$11K 0.12% 69
2022
Q3 		$476K Sell
25,445
-2,692
-10% -$58.2K 0.12% 66
2022
Q2 		$604K Sell
28,137
-2,749
-9% -$63.3K 0.15% 62
2022
Q1 		$769K Sell
30,886
-668
-2% -$16.1K 0.18% 57
2021
Q4 		$831K Sell
31,554
-3,864
-11% -$95.2K 0.19% 51
2021
Q3 		$809K Sell
35,418
-1,530
-4% -$36.5K 0.2% 47
2021
Q2 		$849K Sell
36,948
-21,316
-37% -$474K 0.2% 46
2021
Q1 		$1.22M Sell
58,264
-43,888
-43% -$858K 0.31% 40
2020
Q4 		$1.94M Sell
102,152
-42,092
-29% -$779K 0.51% 37
2020
Q3 		$2.55M Buy
144,244
+27,696
+24% +$498K 0.77% 33
2020
Q2 		$2.05M Buy
116,548
+46,246
+66% +$803K 0.66% 35
2020
Q1 		$1.07M Sell
70,302
-992
-1% -$21.2K 0.41% 37
2019
Q4 		$1.65M Buy
+71,294
New +$1.66M 0.5% 40

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Marotta Asset Management's SCHH Position: Q2 2025 in Review

Marotta Asset Management sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 9,822 shares — an estimated $228K sold.

Marotta Asset Management first reported a position in SCHH in Q4 2019 and held it in 20 quarters. The position peaked at $2.55M in Q3 2020. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Marotta Asset Management reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Marotta Asset Management sold 9,822 Schwab US REIT ETF shares in Q2 2025, an estimated $228K.
  • Marotta Asset Management first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 20 quarters.
  • Marotta Asset Management's Schwab US REIT ETF position peaked at $2.55M in Q3 2020.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Marotta Asset Management's 13F filing for Q2 2025, filed 2 Jul 2025.