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Synergy Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Synergy Asset 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
Q1 		– Sell
-730
Closed -$16.9K – 701
2024
Q4 		$16.9K Buy
+730
New +$16.3K ﹤0.01% 387

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Synergy Asset Management's SCHH Position: Q1 2025 in Review

Synergy Asset Management sold out of Schwab US REIT ETF (SCHH) in Q1 2025, closing a stake of 730 shares — an estimated $16.9K sold.

Synergy Asset Management first reported a position in SCHH in Q4 2024 and held it in 1 quarter. The position peaked at $16.9K in Q4 2024. 509 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

  • Synergy Asset Management reported no remaining Schwab US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 730 Schwab US REIT ETF shares in Q1 2025, an estimated $16.9K.
  • Synergy Asset Management first reported a position in Schwab US REIT ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Schwab US REIT ETF position peaked at $16.9K in Q4 2024.
  • 509 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.