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MeadowBrook Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

MeadowBrook Investment 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
Q2 		– Sell
-1,800
Closed -$38.7K – 287
2025
Q1 		$38.7K Hold
1,800
– – 0.04% 191
2024
Q4 		$37.9K Hold
1,800
– – 0.03% 197
2024
Q3 		$41.7K Hold
1,800
– – 0.04% 182
2024
Q2 		$35.9K Hold
1,800
– – 0.03% 182
2024
Q1 		$36.5K Hold
1,800
– – 0.03% 184
2023
Q4 		$37.3K Buy
+1,800
New +$33.5K 0.04% 182

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
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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

MeadowBrook Investment Advisors's SCHH Position: Q2 2025 in Review

MeadowBrook Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 1,800 shares — an estimated $38.7K sold.

MeadowBrook Investment Advisors first reported a position in SCHH in Q4 2023 and held it in 6 quarters. The position peaked at $41.7K in Q3 2024. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • MeadowBrook Investment Advisors reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 1,800 Schwab US REIT ETF shares in Q2 2025, an estimated $38.7K.
  • MeadowBrook Investment Advisors first reported a position in Schwab US REIT ETF in Q4 2023 and held it in 6 quarters.
  • MeadowBrook Investment Advisors's Schwab US REIT ETF position peaked at $41.7K in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.