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

Ruedi 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	-59	Closed	-$1.27K	–	270
2025 Q1	$1.27K	Hold	59	–	–	﹤0.01%	282
2024 Q4	$1.24K	Hold	59	–	–	﹤0.01%	287
2024 Q3	$1.36K	Hold	59	–	–	﹤0.01%	288
2024 Q2	$1.18K	Hold	59	–	–	﹤0.01%	357
2024 Q1	$1.21K	Sell	59 -2	-3%	-$40	﹤0.01%	238
2023 Q4	$1.25K	Sell	61 -26	-30%	-$483	﹤0.01%	217
2023 Q3	$1.55K	Sell	87 -3	-3%	-$58	﹤0.01%	189
2023 Q2	$1.77K	Buy	90 +86	+2,150%	+$1.65K	﹤0.01%	193
2023 Q1	$72	Buy	4 +3	+300%	+$60	﹤0.01%	254
2022 Q4	$128	Buy	+1	New	+$19	﹤0.01%	235

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Ruedi Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 59 shares — an estimated $1.27K sold.

Ruedi Wealth Management first reported a position in SCHH in Q4 2022 and held it in 10 quarters. The position peaked at $1.77K in Q2 2023. 518 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

Ruedi Wealth Management reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 59 Schwab US REIT ETF shares in Q2 2025, an estimated $1.27K.
Ruedi Wealth Management first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's Schwab US REIT ETF position peaked at $1.77K in Q2 2023.
518 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.