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

Ritholtz 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
Q2 		– Sell
-29,874
Closed -$643K – 1036
2025
Q1 		$643K Buy
+29,874
New +$638K 0.02% 521

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Fidelity Investments
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Creative Planning
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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
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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Ritholtz Wealth Management's SCHH Position: Q2 2025 in Review

Ritholtz Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 29,874 shares — an estimated $643K sold.

Ritholtz Wealth Management first reported a position in SCHH in Q1 2025 and held it in 1 quarter. The position peaked at $643K in Q1 2025. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Ritholtz Wealth Management reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 29,874 Schwab US REIT ETF shares in Q2 2025, an estimated $643K.
  • Ritholtz Wealth Management first reported a position in Schwab US REIT ETF in Q1 2025 and held it in 1 quarter.
  • Ritholtz Wealth Management's Schwab US REIT ETF position peaked at $643K in Q1 2025.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Ritholtz Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.