Siligmueller & Norvid Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Siligmueller & Norvid Wealth Advisors’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	$273K	Buy	+12,661	New	+$270K	0.12%	128

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Siligmueller & Norvid Wealth Advisors's SCHH Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in Schwab US REIT ETF (SCHH) in Q3 2025: 12,661 shares worth $273K. The stake represents 0.12% of the portfolio and ranks #128 among its holdings.

539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 12,661 shares of Schwab US REIT ETF worth $273K as of Q3 2025.
Schwab US REIT ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
Schwab US REIT ETF made up 0.12% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #128 holding.
539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.