Tanglewood Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Tanglewood Wealth 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 Q4	–	Sell	-28,507	Closed	-$615K	–	39
2025 Q3	$615K	Hold	28,507	–	–	0.06%	30
2025 Q2	$603K	Buy	28,507 +18,911	+197%	+$396K	0.06%	29
2025 Q1	$206K	Hold	9,596	–	–	0.02%	36
2024 Q4	$202K	Sell	9,596 -388	-4%	-$8.67K	0.02%	33
2024 Q3	$231K	Buy	+9,984	New	+$218K	0.03%	33
2023 Q2	–	Sell	-10,679	Closed	-$208K	–	32
2023 Q1	$208K	Buy	+10,679	New	+$214K	0.03%	33
2022 Q3	–	Sell	-9,662	Closed	-$204K	–	31
2022 Q2	$204K	Sell	9,662 -16,012	-62%	-$368K	0.03%	30
2022 Q1	$639K	Buy	+25,674	New	+$620K	0.1%	22
2020 Q1	–	Sell	-264,168	Closed	-$6.07M	–	24
2019 Q4	$6.07M	Buy	264,168 +10,808	+4%	+$252K	1.17%	12
2019 Q3	$5.97M	Buy	253,360 +3,032	+1%	+$69.5K	1.3%	11
2019 Q2	$5.56M	Buy	250,328 +1,736	+0.7%	+$38.7K	1.34%	11
2019 Q1	$5.52M	Buy	248,592 +6,628	+3%	+$141K	1.21%	13
2018 Q4	$4.66M	Buy	+241,964	New	+$4.94M	1.17%	13

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tanglewood Wealth Management's SCHH Position: Q4 2025 in Review

Tanglewood Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 28,507 shares — an estimated $615K sold.

Tanglewood Wealth Management first reported a position in SCHH in Q4 2018 and held it in 13 quarters. The position peaked at $6.07M in Q4 2019. 557 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

Tanglewood Wealth Management reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
Tanglewood Wealth Management sold 28,507 Schwab US REIT ETF shares in Q4 2025, an estimated $615K.
Tanglewood Wealth Management first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 13 quarters.
Tanglewood Wealth Management's Schwab US REIT ETF position peaked at $6.07M in Q4 2019.
557 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Tanglewood Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.