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Wilmington Savings Fund Society’s Schwab US REIT ETF SCHH Stock Holding History

Wilmington Savings Fund Society’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
-3,196
Closed -$68.7K – 2128
2025
Q1 		$68.7K Buy
3,196
+2,244
+236% +$48K ﹤0.01% 1123
2024
Q4 		$20K Buy
+952
New +$21.3K ﹤0.01% 1501

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

Wilmington Savings Fund Society's SCHH Position: Q2 2025 in Review

Wilmington Savings Fund Society sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 3,196 shares — an estimated $68.7K sold.

Wilmington Savings Fund Society first reported a position in SCHH in Q4 2024 and held it in 2 quarters. The position peaked at $68.7K in Q1 2025. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Wilmington Savings Fund Society reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 3,196 Schwab US REIT ETF shares in Q2 2025, an estimated $68.7K.
  • Wilmington Savings Fund Society first reported a position in Schwab US REIT ETF in Q4 2024 and held it in 2 quarters.
  • Wilmington Savings Fund Society's Schwab US REIT ETF position peaked at $68.7K in Q1 2025.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2025, filed 28 Jul 2025.