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Victory Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Victory Financial Group’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
-32,422
Closed -$686K – 267
2025
Q2 		$686K Buy
32,422
+362
+1% +$7.58K 0.11% 96
2025
Q1 		$693K Buy
+32,060
New +$685K 0.13% 84

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Fidelity Investments
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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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
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

Victory Financial Group's SCHH Position: Q3 2025 in Review

Victory Financial Group sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 32,422 shares — an estimated $686K sold.

Victory Financial Group first reported a position in SCHH in Q1 2025 and held it in 2 quarters. The position peaked at $693K in Q1 2025. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Victory Financial Group reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Victory Financial Group sold 32,422 Schwab US REIT ETF shares in Q3 2025, an estimated $686K.
  • Victory Financial Group first reported a position in Schwab US REIT ETF in Q1 2025 and held it in 2 quarters.
  • Victory Financial Group's Schwab US REIT ETF position peaked at $693K in Q1 2025.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Victory Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.