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Abound Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Abound Wealth Management’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 		$25.7K Buy
1,083
+48
+5% +$1.12K 0.01% 334
2026
Q1 		$22.3K Buy
1,035
+50
+5% +$1.1K 0.01% 378
2025
Q4 		$20.6K Buy
985
+32
+3% +$679 ﹤0.01% 363
2025
Q3 		$20.5K Sell
953
-989
-51% -$21.1K 0.01% 352
2025
Q2 		$41.1K Buy
1,942
+1,652
+570% +$34.6K 0.01% 226
2025
Q1 		$6.24K Buy
290
+1
+0.3% +$21 ﹤0.01% 488
2024
Q4 		$6.08K Sell
289
-678
-70% -$15.2K ﹤0.01% 488
2024
Q3 		$22.4K Buy
967
+686
+244% +$15K 0.01% 269
2024
Q2 		$5.62K Hold
281
– – ﹤0.01% 475
2024
Q1 		$5.71K Sell
281
-1,246
-82% -$25K ﹤0.01% 487
2023
Q4 		$31.6K Buy
1,527
+1,250
+451% +$23.2K 0.01% 196
2023
Q3 		$4.91K Buy
277
+2
+0.7% +$38 ﹤0.01% 463
2023
Q2 		$5.36K Buy
275
+3
+1% +$58 ﹤0.01% 462
2023
Q1 		$5.3K Buy
272
+2
+0.7% +$40 ﹤0.01% 393
2022
Q4 		$5.21K Buy
270
+2
+0.7% +$38 ﹤0.01% 343
2022
Q3 		$5K Buy
268
+2
+0.8% +$43 ﹤0.01% 367
2022
Q2 		$5.61K Buy
266
+2
+0.8% +$46 ﹤0.01% 99
2022
Q1 		$6.57K Buy
+264
New +$6.37K ﹤0.01% 95

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

Abound Wealth Management's SCHH Position: Q2 2026 in Review

Abound Wealth Management increased its Schwab US REIT ETF (SCHH) stake by 4.6% in Q2 2026, buying an estimated $1.12K and bringing the position to 1,083 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #334.

Abound Wealth Management first reported a position in SCHH in Q1 2022 and has held it in 18 quarters since. The position peaked at $41.1K in Q2 2025. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Abound Wealth Management held 1,083 shares of Schwab US REIT ETF worth $25.7K as of Q2 2026.
  • Abound Wealth Management bought 48 Schwab US REIT ETF shares in Q2 2026, an estimated $1.12K.
  • Schwab US REIT ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #334 holding.
  • Abound Wealth Management first reported a position in Schwab US REIT ETF in Q1 2022 and has held it in 18 quarters since.
  • Abound Wealth Management's Schwab US REIT ETF position peaked at $41.1K in Q2 2025.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.