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Oliver Lagore Vanvalin Investment Group’s Schwab US REIT ETF SCHH Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$516 Buy
+24
New +$503 ﹤0.01% 609
2024
Q1 		– Sell
-2
Closed -$41 – 809
2023
Q4 		$41 Hold
2
– – ﹤0.01% 745
2023
Q3 		$36 Buy
+2
New +$38 ﹤0.01% 828

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

Oliver Lagore Vanvalin Investment Group's SCHH Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Schwab US REIT ETF (SCHH) in Q2 2025: 24 shares worth $516. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SCHH as recently as Q4 2023.

Oliver Lagore Vanvalin Investment Group first reported a position in SCHH in Q3 2023 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 24 shares of Schwab US REIT ETF worth $516 as of Q2 2025.
  • Schwab US REIT ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Schwab US REIT ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #609 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Schwab US REIT ETF in Q3 2023 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.