OP
SCHH icon

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

ORG 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
Q4 		$2.36K Hold
113
– – ﹤0.01% 1413
2025
Q3 		$2.44K Hold
113
– – ﹤0.01% 1281
2025
Q2 		$2.4K Hold
113
– – ﹤0.01% 1193
2025
Q1 		$2.43K Hold
113
– – ﹤0.01% 1049
2024
Q4 		$2.38K Hold
113
– – ﹤0.01% 1073
2024
Q3 		$2.62K Hold
113
– – ﹤0.01% 939
2024
Q2 		$2.23K Buy
+113
New +$2.2K ﹤0.01% 1492

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
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

ORG Partners's SCHH Position: Q4 2025 in Review

ORG Partners held its Schwab US REIT ETF (SCHH) position steady in Q4 2025 at 113 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

ORG Partners first reported a position in SCHH in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.62K in Q3 2024. 556 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • ORG Partners held 113 shares of Schwab US REIT ETF worth $2.36K as of Q4 2025.
  • ORG Partners left its Schwab US REIT ETF share count unchanged in Q4 2025.
  • Schwab US REIT ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1413 holding.
  • ORG Partners first reported a position in Schwab US REIT ETF in Q2 2024 and has held it in 7 quarters since.
  • ORG Partners's Schwab US REIT ETF position peaked at $2.62K in Q3 2024.
  • 556 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.