NRI
SCHH icon

NFP Retirement Inc’s Schwab US REIT ETF SCHH Stock Holding History

NFP Retirement Inc’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 		– Sell
-11,243
Closed -$242K – 302
2025
Q1 		$242K Buy
11,243
+60
+0.5% +$1.28K 0.02% 249
2024
Q4 		$236K Sell
11,183
-27
-0.2% -$603 0.02% 263
2024
Q3 		$260K Sell
11,210
-967
-8% -$21.2K 0.02% 247
2024
Q2 		$243K Sell
12,177
-115
-0.9% -$2.24K 0.02% 251
2024
Q1 		$250K Sell
12,292
-676
-5% -$13.6K 0.02% 243
2023
Q4 		$269K Buy
12,968
+252
+2% +$4.68K 0.05% 205
2023
Q3 		$226K Sell
12,716
-4,980
-28% -$95.8K 0.04% 209
2023
Q2 		$346K Sell
17,696
-2,074
-10% -$39.8K 0.06% 176
2023
Q1 		$386K Sell
19,770
-3,843
-16% -$77K 0.08% 176
2022
Q4 		$456K Sell
23,613
-22,690
-49% -$437K 0.1% 153
2022
Q3 		$865K Sell
46,303
-26,299
-36% -$569K 0.21% 92
2022
Q2 		$1.53M Buy
72,602
+1,625
+2% +$37.4K 0.39% 61
2022
Q1 		$1.77M Buy
70,977
+675
+1% +$16.3K 0.42% 59
2021
Q4 		$1.85M Buy
70,302
+1,036
+1% +$25.5K 0.66% 35
2021
Q3 		$1.58M Sell
69,266
-4,558
-6% -$109K 0.64% 32
2021
Q2 		$1.69M Sell
73,824
-66,470
-47% -$1.48M 0.65% 33
2021
Q1 		$2.88M Buy
140,294
+112,168
+399% +$2.19M 1.25% 19
2020
Q4 		$534K Sell
28,126
-5,910
-17% -$109K 0.33% 61
2020
Q3 		$602K Sell
34,036
-1,410
-4% -$25.4K 0.4% 57
2020
Q2 		$624K Sell
35,446
-7,728
-18% -$134K 0.46% 50
2020
Q1 		$707K Sell
43,174
-348
-0.8% -$7.43K 0.69% 38
2019
Q4 		$993K Buy
+43,522
New +$1.01M 0.92% 33

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 19.34% 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
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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

NFP Retirement Inc's SCHH Position: Q2 2025 in Review

NFP Retirement Inc sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 11,243 shares — an estimated $242K sold.

NFP Retirement Inc first reported a position in SCHH in Q4 2019 and held it in 22 quarters. The position peaked at $2.88M in Q1 2021. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • NFP Retirement Inc reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • NFP Retirement Inc sold 11,243 Schwab US REIT ETF shares in Q2 2025, an estimated $242K.
  • NFP Retirement Inc first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 22 quarters.
  • NFP Retirement Inc's Schwab US REIT ETF position peaked at $2.88M in Q1 2021.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on NFP Retirement Inc's 13F filing for Q2 2025, filed 12 Aug 2025.