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 Q3	$6.52K	Hold	296	–	–	﹤0.01%	479
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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Morningstar Investment Management Chicago, Illinois $1.69B AUM 12.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Addison Advisors's SCHH Position: Q3 2026 in Review

Addison Advisors held its Schwab US REIT ETF (SCHH) position steady in Q3 2026 at 296 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Addison Advisors first reported a position in SCHH in Q2 2021 and has held it in 11 quarters since. The position peaked at $7.01K in Q2 2026. 386 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

Addison Advisors held 296 shares of Schwab US REIT ETF worth $6.52K as of Q3 2026.
Addison Advisors left its Schwab US REIT ETF share count unchanged in Q3 2026.
Schwab US REIT ETF made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #479 holding.
Addison Advisors first reported a position in Schwab US REIT ETF in Q2 2021 and has held it in 11 quarters since.
Addison Advisors's Schwab US REIT ETF position peaked at $7.01K in Q2 2026.
386 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.