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Aletheian Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Aletheian Wealth 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 		$803K Sell
36,430
-330
-0.9% -$7.83K 0.32% 47
2026
Q2 		$870K Sell
36,760
-2
-0% -$47 0.37% 45
2026
Q1 		$790K Buy
+36,762
New +$806K 0.39% 45
2025
Q3 		$853K Sell
39,568
-1,020
-3% -$21.8K 0.4% 43
2025
Q2 		$859K Buy
40,588
+1,104
+3% +$23.1K 0.42% 42
2025
Q1 		$849K Sell
39,484
-538
-1% -$11.5K 0.48% 42
2024
Q4 		$843K Sell
40,022
-1,029
-3% -$23K 0.5% 41
2024
Q3 		$951K Sell
41,051
-1,116
-3% -$24.4K 0.56% 37
2024
Q2 		$842K Buy
42,167
+1
+0% +$20 0.44% 53
2024
Q1 		$856K Sell
42,166
-212
-0.5% -$4.25K 0.46% 53
2023
Q4 		$878K Sell
42,378
-46,402
-52% -$862K 0.58% 43
2023
Q3 		$1.58M Buy
88,780
+37,054
+72% +$713K 1.21% 20
2023
Q2 		$1.01M Buy
51,726
+712
+1% +$13.7K 0.69% 38
2023
Q1 		$995K Buy
51,014
+19,761
+63% +$396K 0.88% 27
2022
Q4 		$603K Buy
31,253
+1,337
+4% +$25.7K 0.52% 43
2022
Q3 		$559K Buy
29,916
+4,983
+20% +$108K 0.63% 32
2022
Q2 		$526K Buy
24,933
+351
+1% +$8.08K 0.53% 34
2022
Q1 		$612K Buy
24,582
+11,182
+83% +$270K 0.58% 34
2021
Q4 		$353K Buy
+13,400
New +$330K 0.35% 40

Other funds holding SCHH

PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Aletheian Wealth Advisors's SCHH Position: Q3 2026 in Review

Aletheian Wealth Advisors reduced its Schwab US REIT ETF (SCHH) stake by 0.9% in Q3 2026, selling an estimated $7.83K and leaving 36,430 shares worth $803K. The position accounts for 0.32% of the portfolio, ranked #47.

Aletheian Wealth Advisors first reported a position in SCHH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.58M in Q3 2023. 32 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • Aletheian Wealth Advisors held 36,430 shares of Schwab US REIT ETF worth $803K as of Q3 2026.
  • Aletheian Wealth Advisors sold 330 Schwab US REIT ETF shares in Q3 2026, an estimated $7.83K.
  • Schwab US REIT ETF made up 0.32% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #47 holding.
  • Aletheian Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • Aletheian Wealth Advisors's Schwab US REIT ETF position peaked at $1.58M in Q3 2023.
  • 32 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.