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1 North Wealth Services’s Schwab US REIT ETF SCHH Stock Holding History

1 North Wealth Services’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
2026
Q2 		$1.49K Hold
63
– – ﹤0.01% 290
2026
Q1 		$1.35K Hold
63
– – ﹤0.01% 254
2025
Q4 		$1.32K Hold
63
– – ﹤0.01% 262
2025
Q3 		$1.36K Hold
63
– – ﹤0.01% 241
2025
Q2 		$1.33K Hold
63
– – ﹤0.01% 244
2025
Q1 		$1.35K Buy
+63
New +$1.35K ﹤0.01% 243

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

1 North Wealth Services's SCHH Position: Q2 2026 in Review

1 North Wealth Services held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 63 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

1 North Wealth Services first reported a position in SCHH in Q1 2025 and has held it in 6 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • 1 North Wealth Services held 63 shares of Schwab US REIT ETF worth $1.49K as of Q2 2026.
  • 1 North Wealth Services left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #290 holding.
  • 1 North Wealth Services first reported a position in Schwab US REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.