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

Townsend 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	-14	Closed	-$295	–	189
2024 Q4	$295	Hold	14	–	–	﹤0.01%	184
2024 Q3	$324	Hold	14	–	–	﹤0.01%	193
2024 Q2	$280	Hold	14	–	–	﹤0.01%	195
2024 Q1	$284	Hold	14	–	–	﹤0.01%	195
2023 Q4	$290	Hold	14	–	–	﹤0.01%	189
2023 Q3	$249	Hold	14	–	–	﹤0.01%	184
2023 Q2	$273	Hold	14	–	–	﹤0.01%	200
2023 Q1	$273	Buy	+14	New	+$280	﹤0.01%	199
2022 Q3	–	Sell	-132	Closed	-$3K	–	210
2022 Q2	$3K	Buy	+132	New	+$3.04K	﹤0.01%	209
2020 Q1	–	Sell	-34	Closed	-$1K	–	196
2019 Q4	$1K	Buy	+34	New	+$792	﹤0.01%	195

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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

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

Townsend Asset Management sold out of Schwab US REIT ETF (SCHH) in Q1 2025, closing a stake of 14 shares — an estimated $295 sold.

Townsend Asset Management first reported a position in SCHH in Q4 2019 and held it in 10 quarters. The position peaked at $3K in Q2 2022. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

Townsend Asset Management reported no remaining Schwab US REIT ETF position as of Q1 2025 after selling out during the quarter.
Townsend Asset Management sold 14 Schwab US REIT ETF shares in Q1 2025, an estimated $295.
Townsend Asset Management first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 10 quarters.
Townsend Asset Management's Schwab US REIT ETF position peaked at $3K in Q2 2022.
507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on Townsend Asset Management's 13F filing for Q1 2025, filed 21 Apr 2025.