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

Regal 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
Q3 		– Sell
-11,651
Closed -$247K – 107
2025
Q2 		$247K Buy
+11,651
New +$244K 0.02% 71

Other funds holding SCHH

Financial Engines Advisors
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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

Regal Partners's SCHH Position: Q3 2025 in Review

Regal Partners sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 11,651 shares — an estimated $247K sold.

Regal Partners first reported a position in SCHH in Q2 2025 and held it in 1 quarter. The position peaked at $247K in Q2 2025. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Regal Partners reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Regal Partners sold 11,651 Schwab US REIT ETF shares in Q3 2025, an estimated $247K.
  • Regal Partners first reported a position in Schwab US REIT ETF in Q2 2025 and held it in 1 quarter.
  • Regal Partners's Schwab US REIT ETF position peaked at $247K in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Regal Partners's 13F filing for Q3 2025, filed 13 Nov 2025.