Align Financial’s Schwab US REIT ETF SCHH Stock Holding History

Align Financial’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	$15K	Buy	+680	New	+$16.1K	0.01%	253

Other funds holding SCHH

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Align Financial's SCHH Position: Q3 2026 in Review

Align Financial opened a new position in Schwab US REIT ETF (SCHH) in Q3 2026: 680 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #253 among its holdings.

149 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

Align Financial held 680 shares of Schwab US REIT ETF worth $15K as of Q3 2026.
Schwab US REIT ETF was a new Align Financial position in Q3 2026.
Schwab US REIT ETF made up 0.01% of Align Financial's portfolio in Q3 2026, its #253 holding.
149 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.