SIG
SCHH icon

Stonegate Investment Group’s Schwab US REIT ETF SCHH Stock Holding History

Stonegate Investment Group’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 		$976K Hold
45,250
– – 0.02% 183
2025
Q2 		$957K Hold
45,250
– – 0.02% 187
2025
Q1 		$973K Hold
45,250
– – 0.03% 156
2024
Q4 		$953K Buy
+45,250
New +$1.01M 0.03% 158

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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 $11B AUM 18.22% 1-Year Est. Return

Stonegate Investment Group's SCHH Position: Q3 2025 in Review

Stonegate Investment Group held its Schwab US REIT ETF (SCHH) position steady in Q3 2025 at 45,250 shares worth $976K. The position accounts for 0.02% of the portfolio, ranked #183.

Stonegate Investment Group first reported a position in SCHH in Q4 2024 and has held it in 4 quarters since. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Stonegate Investment Group held 45,250 shares of Schwab US REIT ETF worth $976K as of Q3 2025.
  • Stonegate Investment Group left its Schwab US REIT ETF share count unchanged in Q3 2025.
  • Schwab US REIT ETF made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #183 holding.
  • Stonegate Investment Group first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 4 quarters since.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.