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

Mount Yale 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
Q3 		– Sell
-5,074
Closed -$107K – 1433
2025
Q2 		$107K Buy
+5,074
New +$106K 0.01% 642

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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

Mount Yale Investment Advisors's SCHH Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 5,074 shares — an estimated $107K sold.

Mount Yale Investment Advisors first reported a position in SCHH in Q2 2025 and held it in 1 quarter. The position peaked at $107K in Q2 2025. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5,074 Schwab US REIT ETF shares in Q3 2025, an estimated $107K.
  • Mount Yale Investment Advisors first reported a position in Schwab US REIT ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Schwab US REIT ETF position peaked at $107K in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.