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Moser Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Moser Wealth 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 		$12K Buy
+566
New +$11.9K 0.01% 140

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

Moser Wealth Advisors's SCHH Position: Q2 2025 in Review

Moser Wealth Advisors opened a new position in Schwab US REIT ETF (SCHH) in Q2 2025: 566 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #140 among its holdings.

517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Moser Wealth Advisors held 566 shares of Schwab US REIT ETF worth $12K as of Q2 2025.
  • Schwab US REIT ETF was a new Moser Wealth Advisors position in Q2 2025.
  • Schwab US REIT ETF made up 0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #140 holding.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.