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Optimum Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Optimum Investment Advisors’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 		$62.4K Buy
2,893
+138
+5% +$2.94K 0.02% 321
2025
Q2 		$58.3K Buy
2,755
+102
+4% +$2.14K 0.03% 323
2025
Q1 		$57.1K Buy
2,653
+103
+4% +$2.2K 0.03% 319
2024
Q4 		$53.7K Sell
2,550
-39
-2% -$872 0.02% 332
2024
Q3 		$60K Buy
2,589
+86
+3% +$1.88K 0.03% 335
2024
Q2 		$50K Buy
2,503
+94
+4% +$1.83K 0.02% 357
2024
Q1 		$48.9K Buy
2,409
+92
+4% +$1.84K 0.02% 369
2023
Q4 		$48K Buy
2,317
+116
+5% +$2.16K 0.02% 357
2023
Q3 		$39.1K Sell
2,201
-17
-0.8% -$327 0.02% 393
2023
Q2 		$43.3K Buy
2,218
+4
+0.2% +$77 0.02% 389
2023
Q1 		$43.2K Buy
2,214
+89
+4% +$1.78K 0.02% 387
2022
Q4 		$41K Buy
2,125
+92
+5% +$1.77K 0.02% 406
2022
Q3 		$38K Buy
2,033
+78
+4% +$1.69K 0.02% 422
2022
Q2 		$41K Buy
1,955
+69
+4% +$1.59K 0.02% 427
2022
Q1 		$47K Buy
1,886
+48
+3% +$1.16K 0.02% 441
2021
Q4 		$48K Buy
1,838
+66
+4% +$1.63K 0.02% 470
2021
Q3 		$40K Buy
1,772
+1,190
+204% +$28.4K 0.02% 495
2021
Q2 		$13K Buy
582
+18
+3% +$400 ﹤0.01% 725
2021
Q1 		$12K Buy
564
+18
+3% +$352 ﹤0.01% 745
2020
Q4 		$10K Buy
546
+32
+6% +$592 ﹤0.01% 733
2020
Q3 		$9K Sell
514
-78
-13% -$1.4K ﹤0.01% 713
2020
Q2 		$10K Buy
592
+30
+5% +$521 ﹤0.01% 701
2020
Q1 		$9K Sell
562
-84
-13% -$1.79K ﹤0.01% 700
2019
Q4 		$15K Sell
646
-380
-37% -$8.85K ﹤0.01% 718
2019
Q3 		$24K Sell
1,026
-180
-15% -$4.13K 0.01% 650
2019
Q2 		$27K Sell
1,206
-28
-2% -$625 0.01% 628
2019
Q1 		$27K Buy
1,234
+18
+1% +$382 0.01% 639
2018
Q4 		$23K Buy
1,216
+28
+2% +$572 0.01% 632
2018
Q3 		$25K Buy
1,188
+388
+49% +$8.2K 0.01% 684
2018
Q2 		$17K Sell
800
-600
-43% -$11.9K ﹤0.01% 768
2018
Q1 		$27K Buy
+1,400
New +$27K 0.01% 654

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
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 $11B AUM 18.22% 1-Year Est. Return

Optimum Investment Advisors's SCHH Position: Q3 2025 in Review

Optimum Investment Advisors increased its Schwab US REIT ETF (SCHH) stake by 5% in Q3 2025, buying an estimated $2.94K and bringing the position to 2,893 shares worth $62.4K. The position accounts for 0.02% of the portfolio, ranked #321.

Optimum Investment Advisors first reported a position in SCHH in Q1 2018 and has held it in 31 quarters since. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Optimum Investment Advisors held 2,893 shares of Schwab US REIT ETF worth $62.4K as of Q3 2025.
  • Optimum Investment Advisors bought 138 Schwab US REIT ETF shares in Q3 2025, an estimated $2.94K.
  • Schwab US REIT ETF made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #321 holding.
  • Optimum Investment Advisors first reported a position in Schwab US REIT ETF in Q1 2018 and has held it in 31 quarters since.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.