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Aegis Wealth Management (Maryland)’s Schwab US REIT ETF SCHH Stock Holding History

Aegis Wealth Management (Maryland)’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 		$498K Hold
21,038
– – 0.23% 84
2026
Q1 		$452K Buy
21,038
+137
+0.7% +$3K 0.26% 71
2025
Q4 		$437K Buy
20,901
+354
+2% +$7.51K 0.25% 69
2025
Q3 		$443K Sell
20,547
-3,074
-13% -$65.6K 0.24% 67
2025
Q2 		$508K Hold
23,621
– – 0.3% 56
2025
Q1 		$508K Sell
23,621
-480
-2% -$10.3K 0.3% 58
2024
Q4 		$508K Buy
+24,101
New +$539K 0.34% 49

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

Aegis Wealth Management (Maryland)'s SCHH Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 21,038 shares worth $498K. The position accounts for 0.23% of the portfolio, ranked #84.

Aegis Wealth Management (Maryland) first reported a position in SCHH in Q4 2024 and has held it in 7 quarters since. The position peaked at $508K in Q2 2025. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 21,038 shares of Schwab US REIT ETF worth $498K as of Q2 2026.
  • Aegis Wealth Management (Maryland) left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.23% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #84 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • Aegis Wealth Management (Maryland)'s Schwab US REIT ETF position peaked at $508K in Q2 2025.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.