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

Truvestments 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
Q4 		– Sell
-588
Closed -$12.7K – 1097
2025
Q3 		$12.7K Buy
+588
New +$12.5K ﹤0.01% 677
2025
Q1 		– Sell
-39
Closed -$821 – 1137
2024
Q4 		$821 Hold
39
– – ﹤0.01% 933
2024
Q3 		$904 Buy
+39
New +$853 ﹤0.01% 858
2022
Q4 		– Sell
-22
Closed – – 955
2022
Q3 		$0 Hold
22
– – ﹤0.01% 654
2022
Q2 		$0 Buy
+22
New +$506 ﹤0.01% 654
2021
Q3 		– Sell
-766
Closed -$18K – 647
2021
Q2 		$18K Sell
766
-90
-11% -$2K 0.01% 335
2021
Q1 		$18K Buy
856
+96
+13% +$1.88K 0.01% 383
2020
Q4 		$14K Buy
+760
New +$14.1K 0.01% 393
2020
Q3 		– Sell
-746
Closed -$13K – 506
2020
Q2 		$13K Sell
746
-1,922
-72% -$33.4K 0.01% 357
2020
Q1 		$43K Buy
+2,668
New +$56.9K 0.05% 185

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
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

Truvestments Capital's SCHH Position: Q4 2025 in Review

Truvestments Capital sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 588 shares — an estimated $12.7K sold.

Truvestments Capital first reported a position in SCHH in Q1 2020 and held it in 10 quarters. The position peaked at $43K in Q1 2020. 558 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Truvestments Capital reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Truvestments Capital sold 588 Schwab US REIT ETF shares in Q4 2025, an estimated $12.7K.
  • Truvestments Capital first reported a position in Schwab US REIT ETF in Q1 2020 and held it in 10 quarters.
  • Truvestments Capital's Schwab US REIT ETF position peaked at $43K in Q1 2020.
  • 558 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Truvestments Capital's 13F filing for Q4 2025, filed 13 Feb 2026.