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North Star Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

North Star Investment Management’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
-999
Closed -$21.5K – 1243
2025
Q1 		$21.5K Buy
999
+5
+0.5% +$107 ﹤0.01% 746
2024
Q4 		$20.9K Hold
994
– – ﹤0.01% 752
2024
Q3 		$23K Hold
994
– – ﹤0.01% 710
2024
Q2 		$19.9K Hold
994
– – ﹤0.01% 720
2024
Q1 		$20.2K Hold
994
– – ﹤0.01% 742
2023
Q4 		$20.6K Hold
994
– – ﹤0.01% 714
2023
Q3 		$17.6K Hold
994
– – ﹤0.01% 742
2023
Q2 		$19.4K Hold
994
– – ﹤0.01% 751
2023
Q1 		$19.4K Hold
994
– – ﹤0.01% 765
2022
Q4 		$19.2K Hold
994
– – ﹤0.01% 745
2022
Q3 		$19K Hold
994
– – ﹤0.01% 710
2022
Q2 		$21K Buy
+994
New +$22.9K ﹤0.01% 706

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

North Star Investment Management's SCHH Position: Q2 2025 in Review

North Star Investment Management sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 999 shares — an estimated $21.5K sold.

North Star Investment Management first reported a position in SCHH in Q2 2022 and held it in 12 quarters. The position peaked at $23K in Q3 2024. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • North Star Investment Management reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • North Star Investment Management sold 999 Schwab US REIT ETF shares in Q2 2025, an estimated $21.5K.
  • North Star Investment Management first reported a position in Schwab US REIT ETF in Q2 2022 and held it in 12 quarters.
  • North Star Investment Management's Schwab US REIT ETF position peaked at $23K in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on North Star Investment Management's 13F filing for Q2 2025, filed 15 Jul 2025.