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Total Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Total Investment 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
Q3 		– Sell
-8,804
Closed -$186K – 700
2025
Q2 		$186K Buy
+8,804
New +$184K 0.03% 81
2022
Q2 		– Sell
-8,196
Closed -$204K – 75
2022
Q1 		$204K Buy
8,196
+32
+0.4% +$772 0.04% 65
2021
Q4 		$215K Buy
+8,164
New +$201K 0.04% 70

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 19.28% 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

Total Investment Management's SCHH Position: Q3 2025 in Review

Total Investment Management sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 8,804 shares — an estimated $186K sold.

Total Investment Management first reported a position in SCHH in Q4 2021 and held it in 3 quarters. The position peaked at $215K in Q4 2021. 540 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Total Investment Management reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 8,804 Schwab US REIT ETF shares in Q3 2025, an estimated $186K.
  • Total Investment Management first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 3 quarters.
  • Total Investment Management's Schwab US REIT ETF position peaked at $215K in Q4 2021.
  • 540 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.