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TownSquare Capital’s Schwab US REIT ETF SCHH Stock Holding History

TownSquare Capital’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
Q2 		– Sell
-379,595
Closed -$8.17M – 1418
2025
Q1 		$8.17M Buy
379,595
+22,553
+6% +$482K 0.09% 221
2024
Q4 		$7.52M Sell
357,042
-3,709
-1% -$82.9K 0.08% 219
2024
Q3 		$8.36M Buy
360,751
+16,163
+5% +$354K 0.1% 193
2024
Q2 		$6.88M Buy
344,588
+35,665
+12% +$696K 0.09% 206
2024
Q1 		$6.27M Buy
308,923
+298,143
+2,766% +$5.98M 0.09% 212
2023
Q4 		$223K Buy
10,780
+139
+1% +$2.58K ﹤0.01% 1017
2023
Q3 		$189K Buy
+10,641
New +$205K ﹤0.01% 1044
2020
Q2 		– Sell
-46,812
Closed -$797K – 434
2020
Q1 		$797K Buy
46,812
+4,754
+11% +$101K 0.06% 203
2019
Q4 		$967K Buy
42,058
+986
+2% +$23K 0.08% 180
2019
Q3 		$952K Buy
41,072
+14,372
+54% +$330K 0.08% 186
2019
Q2 		$603K Buy
+26,700
New +$596K 0.06% 233

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
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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

TownSquare Capital's SCHH Position: Q2 2025 in Review

TownSquare Capital sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 379,595 shares — an estimated $8.17M sold.

TownSquare Capital first reported a position in SCHH in Q2 2019 and held it in 11 quarters. The position peaked at $8.36M in Q3 2024. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • TownSquare Capital reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 379,595 Schwab US REIT ETF shares in Q2 2025, an estimated $8.17M.
  • TownSquare Capital first reported a position in Schwab US REIT ETF in Q2 2019 and held it in 11 quarters.
  • TownSquare Capital's Schwab US REIT ETF position peaked at $8.36M in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.