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MB Generational Wealth’s Schwab US REIT ETF SCHH Stock Holding History

MB Generational Wealth’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
Q4 		– Sell
-10,047
Closed -$217K – 69
2025
Q3 		$217K Buy
+10,047
New +$214K 0.14% 63

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DI
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MB Generational Wealth's SCHH Position: Q4 2025 in Review

MB Generational Wealth sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 10,047 shares — an estimated $217K sold.

MB Generational Wealth first reported a position in SCHH in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 558 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • MB Generational Wealth reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • MB Generational Wealth sold 10,047 Schwab US REIT ETF shares in Q4 2025, an estimated $217K.
  • MB Generational Wealth first reported a position in Schwab US REIT ETF in Q3 2025 and held it in 1 quarter.
  • MB Generational Wealth's Schwab US REIT ETF position peaked at $217K in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on MB Generational Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.