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Montag & Associates’s Schwab US REIT ETF SCHH Stock Holding History

Montag & Associates’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
-66
Closed -$1.4K – 1148
2025
Q2 		$1.4K Buy
+66
New +$1.38K ﹤0.01% 890
2025
Q1 		– Sell
-439
Closed -$9.25K – 1032
2024
Q4 		$9.25K Sell
439
-1,663
-79% -$37.2K ﹤0.01% 793
2024
Q3 		$48.7K Hold
2,102
– – ﹤0.01% 621
2024
Q2 		$42.4K Hold
2,102
– – ﹤0.01% 614
2024
Q1 		$42.7K Hold
2,102
– – ﹤0.01% 620
2023
Q4 		$43.5K Sell
2,102
-4,243
-67% -$78.9K ﹤0.01% 604
2023
Q3 		$113K Hold
6,345
– – 0.01% 446
2023
Q2 		$124K Hold
6,345
– – 0.01% 449
2023
Q1 		$124K Sell
6,345
-1,046
-14% -$20.9K 0.01% 441
2022
Q4 		$143K Sell
7,391
-15,182
-67% -$292K 0.01% 419
2022
Q3 		$422K Sell
22,573
-4,182
-16% -$90.5K 0.03% 274
2022
Q2 		$564K Buy
26,755
+1,819
+7% +$41.9K 0.04% 249
2022
Q1 		$621K Buy
24,936
+21,540
+634% +$520K 0.03% 268
2021
Q4 		$89K Hold
3,396
– – ﹤0.01% 501
2021
Q3 		$78K Buy
+3,396
New +$81K ﹤0.01% 506

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 19.28% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Montag & Associates's SCHH Position: Q3 2025 in Review

Montag & Associates sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 66 shares — an estimated $1.4K sold.

Montag & Associates first reported a position in SCHH in Q3 2021 and held it in 15 quarters. The position peaked at $621K in Q1 2022. 540 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Montag & Associates reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Montag & Associates sold 66 Schwab US REIT ETF shares in Q3 2025, an estimated $1.4K.
  • Montag & Associates first reported a position in Schwab US REIT ETF in Q3 2021 and held it in 15 quarters.
  • Montag & Associates's Schwab US REIT ETF position peaked at $621K in Q1 2022.
  • 540 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Montag & Associates's 13F filing for Q3 2025, filed 12 Nov 2025.