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NorthRock Partners’s Schwab US REIT ETF SCHH Stock Holding History

NorthRock Partners’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
-5,931
Closed -$128K – 877
2025
Q1 		$128K Buy
5,931
+1
+0% +$21 ﹤0.01% 608
2024
Q4 		$125K Buy
5,930
+168
+3% +$3.75K ﹤0.01% 598
2024
Q3 		$134K Buy
5,762
+2,686
+87% +$58.8K ﹤0.01% 633
2024
Q2 		$62K Buy
3,076
+3,049
+11,293% +$59.5K ﹤0.01% 646
2024
Q1 		$548 Sell
27
-4
-13% -$80 ﹤0.01% 810
2023
Q4 		$651 Buy
+31
New +$576 ﹤0.01% 746

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
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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

NorthRock Partners's SCHH Position: Q2 2025 in Review

NorthRock Partners sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 5,931 shares — an estimated $128K sold.

NorthRock Partners first reported a position in SCHH in Q4 2023 and held it in 6 quarters. The position peaked at $134K in Q3 2024. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • NorthRock Partners reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 5,931 Schwab US REIT ETF shares in Q2 2025, an estimated $128K.
  • NorthRock Partners first reported a position in Schwab US REIT ETF in Q4 2023 and held it in 6 quarters.
  • NorthRock Partners's Schwab US REIT ETF position peaked at $134K in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.