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United Capital Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

United Capital Financial Advisors’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
-9,875
Closed -$212K – 1126
2025
Q1 		$212K Buy
+9,875
New +$211K ﹤0.01% 997
2024
Q4 		– Sell
-9,107
Closed -$211K – 1096
2024
Q3 		$211K Buy
+9,107
New +$199K ﹤0.01% 992
2024
Q2 		– Sell
-11,823
Closed -$240K – 1103
2024
Q1 		$240K Sell
11,823
-2,512
-18% -$50.4K ﹤0.01% 957
2023
Q4 		$297K Sell
14,335
-11,281
-44% -$210K ﹤0.01% 872
2023
Q3 		$455K Sell
25,616
-1,701
-6% -$32.7K ﹤0.01% 652
2023
Q2 		$533K Sell
27,317
-3,523
-11% -$67.6K ﹤0.01% 673
2023
Q1 		$601K Sell
30,840
-2,110
-6% -$42.3K ﹤0.01% 692
2022
Q4 		$636K Sell
32,950
-574
-2% -$11K ﹤0.01% 719
2022
Q3 		$627K Sell
33,524
-3,280
-9% -$71K ﹤0.01% 717
2022
Q2 		$776K Sell
36,804
-5,714
-13% -$131K ﹤0.01% 682
2022
Q1 		$1.06M Sell
42,518
-8,226
-16% -$199K 0.01% 656
2021
Q4 		$1.34M Buy
50,744
+1,328
+3% +$32.7K 0.01% 621
2021
Q3 		$1.13M Buy
49,416
+3,364
+7% +$80.2K 0.01% 645
2021
Q2 		$1.05M Sell
46,052
-2,874
-6% -$63.9K 0.01% 684
2021
Q1 		$1M Sell
48,926
-5,882
-11% -$115K 0.01% 671
2020
Q4 		$1.04M Sell
54,808
-3,072
-5% -$56.8K 0.01% 664
2020
Q3 		$1.02M Buy
57,880
+758
+1% +$13.6K 0.01% 655
2020
Q2 		$1.01M Sell
57,122
-286
-0.5% -$4.97K 0.01% 667
2020
Q1 		$940K Sell
57,408
-12,424
-18% -$265K 0.01% 649
2019
Q4 		$1.6M Buy
69,832
+6,514
+10% +$152K 0.01% 645
2019
Q3 		$1.49M Sell
63,318
-428
-0.7% -$9.81K 0.01% 643
2019
Q2 		$1.42M Buy
63,746
+2,452
+4% +$54.7K 0.01% 706
2019
Q1 		$1.36M Sell
61,294
-3,418
-5% -$72.5K 0.01% 691
2018
Q4 		$1.25M Buy
64,712
+394
+0.6% +$8.04K 0.01% 654
2018
Q3 		$1.34M Buy
64,318
+3,960
+7% +$83.7K 0.01% 695
2018
Q2 		$1.26M Sell
60,358
-788
-1% -$15.6K 0.01% 707
2018
Q1 		$1.17M Buy
61,146
+4,760
+8% +$91.7K 0.01% 737
2017
Q4 		$1.17M Buy
56,386
+322
+0.6% +$6.69K 0.01% 744
2017
Q3 		$1.15M Buy
56,064
+32,682
+140% +$673K 0.01% 740
2017
Q2 		$482K Buy
23,382
+780
+3% +$16K ﹤0.01% 930
2017
Q1 		$461K Sell
22,602
-12,086
-35% -$248K ﹤0.01% 931
2016
Q4 		$712K Sell
34,688
-132
-0.4% -$2.65K 0.01% 835
2016
Q3 		$743K Sell
34,820
-14,420
-29% -$316K 0.01% 856
2016
Q2 		$1.06M Sell
49,240
-23,386
-32% -$483K 0.01% 721
2016
Q1 		$1.5M Sell
72,626
-76,018
-51% -$1.46M 0.02% 598
2015
Q4 		$2.95M Buy
148,644
+994
+0.7% +$19.4K 0.03% 461
2015
Q3 		$2.75M Sell
147,650
-23,478
-14% -$440K 0.03% 460
2015
Q2 		$3.11M Buy
171,128
+22,144
+15% +$427K 0.04% 471
2015
Q1 		$2.85M Buy
148,984
+16,768
+13% +$342K 0.03% 473
2014
Q4 		$2.58M Buy
+132,216
New +$2.48M 0.04% 405

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

United Capital Financial Advisors's SCHH Position: Q2 2025 in Review

United Capital Financial Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 9,875 shares — an estimated $212K sold.

United Capital Financial Advisors first reported a position in SCHH in Q4 2014 and held it in 40 quarters. The position peaked at $3.11M in Q2 2015. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • United Capital Financial Advisors reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,875 Schwab US REIT ETF shares in Q2 2025, an estimated $212K.
  • United Capital Financial Advisors first reported a position in Schwab US REIT ETF in Q4 2014 and held it in 40 quarters.
  • United Capital Financial Advisors's Schwab US REIT ETF position peaked at $3.11M in Q2 2015.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on United Capital Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.