Addison Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Addison Advisors’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	$7.01K	Buy	+296	New	+$6.9K	﹤0.01%	454
2024 Q1	–	Sell	-216	Closed	-$4.47K	–	732
2023 Q4	$4.47K	Buy	216 +204	+1,700%	+$3.79K	﹤0.01%	579
2023 Q3	$213	Buy	12 +6	+100%	+$115	﹤0.01%	658
2023 Q2	$118	Sell	6 -8	-57%	-$153	﹤0.01%	617
2023 Q1	$273	Hold	14	–	–	﹤0.01%	614
2022 Q4	$270	Buy	+14	New	+$269	﹤0.01%	739
2022 Q2	–	Sell	-32	Closed	-$1K	–	758
2022 Q1	$1K	Buy	32 +26	+433%	+$627	﹤0.01%	674
2021 Q4	$0	Hold	6	–	–	﹤0.01%	711
2021 Q3	$0	Hold	6	–	–	﹤0.01%	456
2021 Q2	$0	Buy	+6	New	+$133	﹤0.01%	403

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Addison Advisors's SCHH Position: Q2 2026 in Review

Addison Advisors opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 296 shares worth $7.01K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings. This is a return to the name: Addison Advisors previously reported a position in SCHH as recently as Q4 2023.

Addison Advisors first reported a position in SCHH in Q2 2021 and has held it in 10 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Addison Advisors held 296 shares of Schwab US REIT ETF worth $7.01K as of Q2 2026.
Schwab US REIT ETF was a new Addison Advisors position in Q2 2026.
Schwab US REIT ETF made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #454 holding.
Addison Advisors first reported a position in Schwab US REIT ETF in Q2 2021 and has held it in 10 quarters since.
594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.