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Marshall Financial Group (Pennsylvania)’s Schwab US REIT ETF SCHH Stock Holding History

Marshall Financial Group (Pennsylvania)’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
-17,928
Closed -$386K – 54
2025
Q1 		$386K Sell
17,928
-130,965
-88% -$2.8M 0.12% 43
2024
Q4 		$3.14M Sell
148,893
-21,422
-13% -$479K 0.96% 18
2024
Q3 		$3.95M Buy
170,315
+7,255
+4% +$159K 1.19% 18
2024
Q2 		$3.26M Buy
163,060
+1,511
+0.9% +$29.5K 1.06% 18
2024
Q1 		$3.28M Buy
161,549
+17,760
+12% +$356K 1.08% 18
2023
Q4 		$2.98M Buy
143,789
+14,045
+11% +$261K 1.06% 18
2023
Q3 		$2.3M Buy
129,744
+3,022
+2% +$58.1K 0.94% 18
2023
Q2 		$2.47M Buy
126,722
+2,073
+2% +$39.7K 0.95% 18
2023
Q1 		$2.43M Sell
124,649
-6,688
-5% -$134K 0.99% 18
2022
Q4 		$2.53M Buy
131,337
+8,973
+7% +$173K 1.09% 18
2022
Q3 		$2.29M Buy
122,364
+8,346
+7% +$181K 1.08% 18
2022
Q2 		$2.4M Sell
114,018
-2,217
-2% -$51K 1.09% 19
2022
Q1 		$2.89M Sell
116,235
-5,769
-5% -$139K 1.15% 17
2021
Q4 		$3.21M Sell
122,004
-12,346
-9% -$304K 1.25% 15
2021
Q3 		$3.07M Buy
134,350
+164
+0.1% +$3.91K 1.29% 15
2021
Q2 		$3.07M Sell
134,186
-1,270
-0.9% -$28.2K 1.31% 15
2021
Q1 		$2.78M Buy
135,456
+18,904
+16% +$370K 1.26% 15
2020
Q4 		$2.21M Sell
116,552
-8,802
-7% -$163K 1.08% 18
2020
Q3 		$2.22M Sell
125,354
-3,444
-3% -$62K 1.31% 16
2020
Q2 		$2.27M Sell
128,798
-13,774
-10% -$239K 1.51% 16
2020
Q1 		$2.33M Buy
142,572
+818
+0.6% +$17.5K 1.89% 14
2019
Q4 		$3.26M Buy
141,754
+9,836
+7% +$229K 2.2% 10
2019
Q3 		$3.11M Buy
131,918
+1,814
+1% +$41.6K 2.37% 10
2019
Q2 		$2.89M Buy
130,104
+14,012
+12% +$313K 2.21% 11
2019
Q1 		$2.58M Buy
116,092
+15,538
+15% +$330K 2.11% 11
2018
Q4 		$1.94M Buy
+100,554
New +$2.05M 1.83% 13

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
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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s SCHH Position: Q2 2025 in Review

Marshall Financial Group (Pennsylvania) sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 17,928 shares — an estimated $386K sold.

Marshall Financial Group (Pennsylvania) first reported a position in SCHH in Q4 2018 and held it in 26 quarters. The position peaked at $3.95M in Q3 2024. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Marshall Financial Group (Pennsylvania) reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall Financial Group (Pennsylvania) sold 17,928 Schwab US REIT ETF shares in Q2 2025, an estimated $386K.
  • Marshall Financial Group (Pennsylvania) first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 26 quarters.
  • Marshall Financial Group (Pennsylvania)'s Schwab US REIT ETF position peaked at $3.95M in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 5 Aug 2025.