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Orion Portfolio Solutions’s Schwab US REIT ETF SCHH Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.3M Buy
60,323
+7,431
+14% +$159K 0.01% 936
2024
Q4 		$1.11M Buy
52,892
+9,112
+21% +$204K 0.01% 994
2024
Q3 		$1.01M Buy
43,780
+7,108
+19% +$156K 0.01% 1032
2024
Q2 		$732K Buy
36,672
+79
+0.2% +$1.54K 0.01% 1132
2024
Q1 		$743K Buy
36,593
+5,035
+16% +$101K 0.01% 1115
2023
Q4 		$652K Sell
31,558
-5,989
-16% -$111K 0.01% 1110
2023
Q3 		$666K Buy
37,547
+525
+1% +$10.1K 0.01% 1088
2023
Q2 		$723K Buy
37,022
+7,499
+25% +$144K 0.01% 1075
2023
Q1 		$576K Buy
29,523
+1,804
+7% +$36.1K 0.01% 1090
2022
Q4 		$535K Buy
27,719
+3,327
+14% +$64K 0.02% 479
2022
Q3 		$456K Sell
24,392
-5,672
-19% -$123K 0.02% 449
2022
Q2 		$634K Buy
30,064
+15,093
+101% +$347K 0.03% 347
2022
Q1 		$373K Buy
14,971
+2,247
+18% +$54.2K 0.01% 509
2021
Q4 		$335K Sell
12,724
-2,638
-17% -$65K 0.01% 546
2021
Q3 		$351K Buy
+15,362
New +$366K 0.01% 491
2020
Q3 		– Sell
-3,498
Closed -$62K – 1744
2020
Q2 		$62K Buy
3,498
+680
+24% +$11.8K ﹤0.01% 658
2020
Q1 		$46K Sell
2,818
-2,916
-51% -$62.2K ﹤0.01% 612
2019
Q4 		$132K Buy
+5,734
New +$134K 0.01% 366

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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

Orion Portfolio Solutions's SCHH Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Schwab US REIT ETF (SCHH) stake by 14% in Q1 2025, buying an estimated $159K and bringing the position to 60,323 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #936.

Orion Portfolio Solutions first reported a position in SCHH in Q4 2019 and has held it in 18 quarters since. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

  • Orion Portfolio Solutions held 60,323 shares of Schwab US REIT ETF worth $1.3M as of Q1 2025.
  • Orion Portfolio Solutions bought 7,431 Schwab US REIT ETF shares in Q1 2025, an estimated $159K.
  • Schwab US REIT ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #936 holding.
  • Orion Portfolio Solutions first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 18 quarters since.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.