SWP
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Stratos Wealth Partners’s Schwab US REIT ETF SCHH Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-38,373
Closed -$828K – 1652
2025
Q3 		$828K Buy
+38,373
New +$818K 0.01% 817
2024
Q4 		– Sell
-9,696
Closed -$225K – 1529
2024
Q3 		$225K Buy
+9,696
New +$212K ﹤0.01% 1286
2018
Q4 		– Sell
-5,816
Closed -$121K – 2192
2018
Q3 		$121K Buy
+5,816
New +$123K 0.01% 1039
2018
Q2 		– Sell
-9,916
Closed -$190K – 2274
2018
Q1 		$190K Buy
9,916
+4,472
+82% +$86.2K 0.01% 925
2017
Q4 		$113K Buy
+5,444
New +$113K 0.01% 1121
2017
Q1 		– Sell
-24,046
Closed -$493K – 850
2016
Q4 		$493K Buy
24,046
+7,386
+44% +$148K 0.03% 392
2016
Q3 		$355K Buy
+16,660
New +$365K 0.02% 439

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stratos Wealth Partners's SCHH Position: Q4 2025 in Review

Stratos Wealth Partners sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 38,373 shares — an estimated $828K sold.

Stratos Wealth Partners first reported a position in SCHH in Q3 2016 and held it in 7 quarters. The position peaked at $828K in Q3 2025. 557 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Stratos Wealth Partners reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 38,373 Schwab US REIT ETF shares in Q4 2025, an estimated $828K.
  • Stratos Wealth Partners first reported a position in Schwab US REIT ETF in Q3 2016 and held it in 7 quarters.
  • Stratos Wealth Partners's Schwab US REIT ETF position peaked at $828K in Q3 2025.
  • 557 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.