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Rothschild Investment LLC’s Schwab US REIT ETF SCHH Stock Holding History

Rothschild Investment LLC’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
-26
Closed -$550 – 3233
2025
Q2 		$550 Hold
26
– – ﹤0.01% 2712
2025
Q1 		$559 Hold
26
– – ﹤0.01% 2585
2024
Q4 		$548 Sell
26
-5
-16% -$112 ﹤0.01% 2497
2024
Q3 		$718 Hold
31
– – ﹤0.01% 2360
2024
Q2 		$619 Buy
+31
New +$605 ﹤0.01% 1887

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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 $11B AUM 18.22% 1-Year Est. Return

Rothschild Investment LLC's SCHH Position: Q3 2025 in Review

Rothschild Investment LLC sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 26 shares — an estimated $550 sold.

Rothschild Investment LLC first reported a position in SCHH in Q2 2024 and held it in 5 quarters. The position peaked at $718 in Q3 2024. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Rothschild Investment LLC reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 26 Schwab US REIT ETF shares in Q3 2025, an estimated $550.
  • Rothschild Investment LLC first reported a position in Schwab US REIT ETF in Q2 2024 and held it in 5 quarters.
  • Rothschild Investment LLC's Schwab US REIT ETF position peaked at $718 in Q3 2024.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Rothschild Investment LLC's 13F filing for Q3 2025, filed 7 Nov 2025.