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NewSquare Capital’s Schwab US REIT ETF SCHH Stock Holding History

NewSquare Capital’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
-2
Closed -$47 – 1039
2025
Q2 		$47 Hold
2
– – ﹤0.01% 1285
2025
Q1 		$48 Hold
2
– – ﹤0.01% 1145
2024
Q4 		$47 Hold
2
– – ﹤0.01% 901
2024
Q3 		$52 Hold
2
– – ﹤0.01% 316
2024
Q2 		$45 Hold
2
– – ﹤0.01% 329
2024
Q1 		$45 Hold
2
– – ﹤0.01% 421
2023
Q4 		$46 Hold
2
– – ﹤0.01% 478
2023
Q3 		$40 Sell
2
-74
-97% -$1.42K ﹤0.01% 584
2023
Q2 		$1.49K Buy
76
+74
+3,700% +$1.42K ﹤0.01% 561
2023
Q1 		$43 Hold
2
– – ﹤0.01% 853
2022
Q4 		$43 Hold
2
– – ﹤0.01% 797
2022
Q3 		$0 Hold
2
– – ﹤0.01% 472
2022
Q2 		$0 Hold
2
– – ﹤0.01% 416
2022
Q1 		$0 Hold
2
– – ﹤0.01% 455
2021
Q4 		$0 Hold
2
– – ﹤0.01% 389
2021
Q3 		$0 Hold
2
– – ﹤0.01% 380
2021
Q2 		$0 Hold
2
– – ﹤0.01% 372
2021
Q1 		$0 Hold
2
– – ﹤0.01% 357
2020
Q4 		$0 Hold
2
– – ﹤0.01% 374
2020
Q3 		$0 Hold
2
– – ﹤0.01% 391
2020
Q2 		$0 Hold
2
– – ﹤0.01% 433
2020
Q1 		$0 Hold
2
– – ﹤0.01% 395
2019
Q4 		$0 Sell
2
-2
-50% -$47 ﹤0.01% 328
2019
Q3 		$0 Buy
4
+2
+100% +$46 ﹤0.01% 341
2019
Q2 		$0 Hold
2
– – ﹤0.01% 367
2019
Q1 		$0 Sell
2
-2
-50% -$42 ﹤0.01% 352
2018
Q4 		$0 Hold
4
– – ﹤0.01% 354
2018
Q3 		$0 Hold
4
– – ﹤0.01% 331
2018
Q2 		$0 Buy
+4
New +$79 ﹤0.01% 344

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
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 $10.1B AUM 14.03% 1-Year Est. Return

NewSquare Capital's SCHH Position: Q3 2025 in Review

NewSquare Capital sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 2 shares — an estimated $47 sold.

NewSquare Capital first reported a position in SCHH in Q2 2018 and held it in 29 quarters. The position peaked at $1.49K in Q2 2023. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • NewSquare Capital reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 2 Schwab US REIT ETF shares in Q3 2025, an estimated $47.
  • NewSquare Capital first reported a position in Schwab US REIT ETF in Q2 2018 and held it in 29 quarters.
  • NewSquare Capital's Schwab US REIT ETF position peaked at $1.49K in Q2 2023.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.