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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
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

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

Aletheian Wealth Advisors's SCHH Position: Q2 2026 in Review

Aletheian Wealth Advisors reduced its Schwab US REIT ETF (SCHH) stake by 0.01% in Q2 2026, selling an estimated $47 and leaving 36,760 shares worth $870K. The position accounts for 0.37% of the portfolio, ranked #45.

Aletheian Wealth Advisors first reported a position in SCHH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.58M in Q3 2023. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Aletheian Wealth Advisors held 36,760 shares of Schwab US REIT ETF worth $870K as of Q2 2026.
  • Aletheian Wealth Advisors sold 2 Schwab US REIT ETF shares in Q2 2026, an estimated $47.
  • Schwab US REIT ETF made up 0.37% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Aletheian Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 18 quarters since.
  • Aletheian Wealth Advisors's Schwab US REIT ETF position peaked at $1.58M in Q3 2023.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.