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Wealthspire Advisors (New York)’s Schwab US REIT ETF SCHH Stock Holding History

Wealthspire Advisors (New York)’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
-918
Closed -$19.8K – 2538
2025
Q3 		$19.8K Buy
+918
New +$19.6K ﹤0.01% 1687

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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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
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

Wealthspire Advisors (New York)'s SCHH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 918 shares — an estimated $19.8K sold.

Wealthspire Advisors (New York) first reported a position in SCHH in Q3 2025 and held it in 1 quarter. The position peaked at $19.8K in Q3 2025. 556 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 918 Schwab US REIT ETF shares in Q4 2025, an estimated $19.8K.
  • Wealthspire Advisors (New York) first reported a position in Schwab US REIT ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Schwab US REIT ETF position peaked at $19.8K in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.