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Antonelli Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Antonelli Financial 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 		$397K Sell
16,758
-3,155
-16% -$73.6K 0.27% 40
2026
Q1 		$428K Buy
+19,913
New +$437K 0.3% 37

Other funds holding SCHH

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

Antonelli Financial Advisors's SCHH Position: Q2 2026 in Review

Antonelli Financial Advisors reduced its Schwab US REIT ETF (SCHH) stake by 16% in Q2 2026, selling an estimated $73.6K and leaving 16,758 shares worth $397K. The position accounts for 0.27% of the portfolio, ranked #40.

Antonelli Financial Advisors first reported a position in SCHH in Q1 2026 and has held it in 2 quarters since. The position peaked at $428K in Q1 2026. 206 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Antonelli Financial Advisors held 16,758 shares of Schwab US REIT ETF worth $397K as of Q2 2026.
  • Antonelli Financial Advisors sold 3,155 Schwab US REIT ETF shares in Q2 2026, an estimated $73.6K.
  • Schwab US REIT ETF made up 0.27% of Antonelli Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Antonelli Financial Advisors first reported a position in Schwab US REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • Antonelli Financial Advisors's Schwab US REIT ETF position peaked at $428K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.