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Tactive Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Tactive 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 		– Sell
-9,896
Closed -$209K – 266
2025
Q2 		$209K Buy
+9,896
New +$207K 0.07% 207
2023
Q2 		– Sell
-10,259
Closed -$200K – 78
2023
Q1 		$200K Buy
+10,259
New +$205K 0.15% 52

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
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 $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Tactive Advisors's SCHH Position: Q3 2025 in Review

Tactive Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 9,896 shares — an estimated $209K sold.

Tactive Advisors first reported a position in SCHH in Q1 2023 and held it in 2 quarters. The position peaked at $209K in Q2 2025. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Tactive Advisors reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Tactive Advisors sold 9,896 Schwab US REIT ETF shares in Q3 2025, an estimated $209K.
  • Tactive Advisors first reported a position in Schwab US REIT ETF in Q1 2023 and held it in 2 quarters.
  • Tactive Advisors's Schwab US REIT ETF position peaked at $209K in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Tactive Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.