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SYM Financial Corp’s Schwab US REIT ETF SCHH Stock Holding History

SYM Financial Corp’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
-435
Closed -$9.21K – 458
2025
Q2 		$9.21K Buy
+435
New +$9.11K ﹤0.01% 402
2023
Q3 		– Sell
-22
Closed -$430 – 197
2023
Q2 		$430 Buy
+22
New +$422 ﹤0.01% 124
2022
Q3 		– Sell
-26
Closed -$1K – 119
2022
Q2 		$1K Buy
+26
New +$598 ﹤0.01% 114
2021
Q1 		– Sell
-166
Closed -$3K – 89
2020
Q4 		$3K Buy
+166
New +$3.07K ﹤0.01% 75

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 $18.1B AUM 15% 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 $10.1B AUM 14.03% 1-Year Est. Return

SYM Financial Corp's SCHH Position: Q3 2025 in Review

SYM Financial Corp sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 435 shares — an estimated $9.21K sold.

SYM Financial Corp first reported a position in SCHH in Q4 2020 and held it in 4 quarters. The position peaked at $9.21K in Q2 2025. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • SYM Financial Corp reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • SYM Financial Corp sold 435 Schwab US REIT ETF shares in Q3 2025, an estimated $9.21K.
  • SYM Financial Corp first reported a position in Schwab US REIT ETF in Q4 2020 and held it in 4 quarters.
  • SYM Financial Corp's Schwab US REIT ETF position peaked at $9.21K in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.