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

Allworth 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
Q2 		$374K Sell
15,788
-1,283
-8% -$29.9K ﹤0.01% 1136
2026
Q1 		$367K Sell
17,071
-1,671
-9% -$36.6K ﹤0.01% 1093
2025
Q4 		$392K Sell
18,742
-7,148
-28% -$152K ﹤0.01% 1034
2025
Q3 		$558K Sell
25,890
-35
-0.1% -$746 ﹤0.01% 860
2025
Q2 		$549K Sell
25,925
-9,716
-27% -$204K ﹤0.01% 812
2025
Q1 		$737K Sell
35,641
-5,130
-13% -$110K ﹤0.01% 598
2024
Q4 		$860K Buy
40,771
+2,789
+7% +$62.3K ﹤0.01% 570
2024
Q3 		$880K Sell
37,982
-2,211
-6% -$48.4K 0.01% 461
2024
Q2 		$848K Sell
40,193
-4,896
-11% -$95.5K 0.01% 456
2024
Q1 		$915K Sell
45,089
-2,770
-6% -$55.5K 0.01% 424
2023
Q4 		$991K Buy
47,859
+2,988
+7% +$55.5K 0.01% 410
2023
Q3 		$796K Buy
44,871
+3,155
+8% +$60.7K 0.01% 406
2023
Q2 		$815K Buy
41,716
+528
+1% +$10.1K 0.01% 414
2023
Q1 		$803K Sell
41,188
-445
-1% -$8.91K 0.01% 379
2022
Q4 		$803K Buy
41,633
+39,217
+1,623% +$755K 0.01% 373
2022
Q3 		$45K Buy
2,416
+152
+7% +$3.29K ﹤0.01% 992
2022
Q2 		$48K Buy
2,264
+1,442
+175% +$33.2K ﹤0.01% 918
2022
Q1 		$20K Buy
822
+464
+130% +$11.2K ﹤0.01% 1267
2021
Q4 		$9K Buy
358
+48
+15% +$1.18K ﹤0.01% 1422
2021
Q3 		$7K Buy
310
+264
+574% +$6.29K ﹤0.01% 1446
2021
Q2 		$1K Sell
46
-576
-93% -$12.8K ﹤0.01% 1491
2021
Q1 		$13K Buy
622
+600
+2,727% +$11.7K ﹤0.01% 914
2020
Q4 		$0 Hold
22
– – ﹤0.01% 1430
2020
Q3 		$0 Hold
22
– – ﹤0.01% 1256
2020
Q2 		$0 Sell
22
-250
-92% -$4.34K ﹤0.01% 1347
2020
Q1 		$4K Hold
272
– – ﹤0.01% 938
2019
Q4 		$6K Buy
272
+250
+1,136% +$5.83K ﹤0.01% 742
2019
Q3 		$1K Hold
22
– – ﹤0.01% 913
2019
Q2 		$0 Hold
22
– – ﹤0.01% 1028
2019
Q1 		$0 Hold
22
– – ﹤0.01% 1024
2018
Q4 		$0 Hold
22
– – ﹤0.01% 934
2018
Q3 		$0 Buy
+22
New +$465 ﹤0.01% 981
2017
Q3 		– Sell
-2,996
Closed -$62K – 790
2017
Q2 		$62K Hold
2,996
– – 0.01% 225
2017
Q1 		$61K Buy
+2,996
New +$61.4K 0.01% 210
2016
Q4 		– Sell
-46
Closed -$1K – 731
2016
Q3 		$1K Sell
46
-2,028
-98% -$44.5K ﹤0.01% 659
2016
Q2 		$45K Sell
2,074
-4,534
-69% -$93.6K 0.01% 214
2016
Q1 		$137K Sell
6,608
-130
-2% -$2.5K 0.02% 123
2015
Q4 		$134K Buy
6,738
+328
+5% +$6.41K 0.02% 120
2015
Q3 		$119K Sell
6,410
-2,946
-31% -$55.2K 0.04% 117
2015
Q2 		$170K Sell
9,356
-208
-2% -$4.01K 0.06% 98
2015
Q1 		$194K Buy
9,564
+1,760
+23% +$35.9K 0.07% 89
2014
Q4 		$152K Buy
+7,804
New +$146K 0.06% 86

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

Allworth Financial's SCHH Position: Q2 2026 in Review

Allworth Financial reduced its Schwab US REIT ETF (SCHH) stake by 7.5% in Q2 2026, selling an estimated $29.9K and leaving 15,788 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Allworth Financial first reported a position in SCHH in Q4 2014 and has held it in 42 quarters since. The position peaked at $991K in Q4 2023. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Allworth Financial held 15,788 shares of Schwab US REIT ETF worth $374K as of Q2 2026.
  • Allworth Financial sold 1,283 Schwab US REIT ETF shares in Q2 2026, an estimated $29.9K.
  • Schwab US REIT ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1136 holding.
  • Allworth Financial first reported a position in Schwab US REIT ETF in Q4 2014 and has held it in 42 quarters since.
  • Allworth Financial's Schwab US REIT ETF position peaked at $991K in Q4 2023.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.