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Mogy Joel R Investment Counsel’s Schwab US REIT ETF SCHH Stock Holding History

Mogy Joel R Investment Counsel’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 		– Sell
-79
Closed -$1.67K – 124
2025
Q2 		$1.67K Buy
+79
New +$1.66K ﹤0.01% 123

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
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 $11B AUM 18.22% 1-Year Est. Return

Mogy Joel R Investment Counsel's SCHH Position: Q3 2025 in Review

Mogy Joel R Investment Counsel sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 79 shares — an estimated $1.67K sold.

Mogy Joel R Investment Counsel first reported a position in SCHH in Q2 2025 and held it in 1 quarter. The position peaked at $1.67K in Q2 2025. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Mogy Joel R Investment Counsel reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 79 Schwab US REIT ETF shares in Q3 2025, an estimated $1.67K.
  • Mogy Joel R Investment Counsel first reported a position in Schwab US REIT ETF in Q2 2025 and held it in 1 quarter.
  • Mogy Joel R Investment Counsel's Schwab US REIT ETF position peaked at $1.67K in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2025, filed 16 Oct 2025.