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Perissos Private Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Perissos Private Wealth Management’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 		– Sell
-10,329
Closed -$223K – 81
2025
Q3 		$223K Sell
10,329
-116
-1% -$2.47K 0.16% 71
2025
Q2 		$221K Buy
10,445
+22
+0.2% +$461 0.17% 67
2025
Q1 		$224K Sell
10,423
-6,600
-39% -$141K 0.2% 67
2024
Q4 		$359K Buy
17,023
+553
+3% +$12.4K 0.27% 63
2024
Q3 		$382K Sell
16,470
-309
-2% -$6.76K 0.31% 60
2024
Q2 		$335K Sell
16,779
-10,538
-39% -$206K 0.3% 60
2024
Q1 		$555K Buy
+27,317
New +$548K 0.5% 47

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 19.28% 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

Perissos Private Wealth Management's SCHH Position: Q4 2025 in Review

Perissos Private Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 10,329 shares — an estimated $223K sold.

Perissos Private Wealth Management first reported a position in SCHH in Q1 2024 and held it in 7 quarters. The position peaked at $555K in Q1 2024. 558 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Perissos Private Wealth Management reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Perissos Private Wealth Management sold 10,329 Schwab US REIT ETF shares in Q4 2025, an estimated $223K.
  • Perissos Private Wealth Management first reported a position in Schwab US REIT ETF in Q1 2024 and held it in 7 quarters.
  • Perissos Private Wealth Management's Schwab US REIT ETF position peaked at $555K in Q1 2024.
  • 558 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Perissos Private Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.