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Promus Capital’s Schwab US REIT ETF SCHH Stock Holding History

Promus Capital’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 		$5.18K Hold
240
– – ﹤0.01% 265
2025
Q2 		$5.08K Sell
240
-86
-26% -$1.8K ﹤0.01% 270
2025
Q1 		$7.01K Hold
326
– – 0.01% 260
2024
Q4 		$6.87K Buy
+326
New +$7.29K 0.01% 257

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 $10.1B AUM 14.03% 1-Year Est. Return

Promus Capital's SCHH Position: Q3 2025 in Review

Promus Capital held its Schwab US REIT ETF (SCHH) position steady in Q3 2025 at 240 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Promus Capital first reported a position in SCHH in Q4 2024 and has held it in 4 quarters since. The position peaked at $7.01K in Q1 2025. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Promus Capital held 240 shares of Schwab US REIT ETF worth $5.18K as of Q3 2025.
  • Promus Capital left its Schwab US REIT ETF share count unchanged in Q3 2025.
  • Schwab US REIT ETF made up ﹤0.01% of Promus Capital's portfolio in Q3 2025, its #265 holding.
  • Promus Capital first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 4 quarters since.
  • Promus Capital's Schwab US REIT ETF position peaked at $7.01K in Q1 2025.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.