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Arax Advisory Partners’s Schwab US REIT ETF SCHH Stock Holding History

Arax Advisory Partners’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 		$79K Buy
3,337
+849
+34% +$19.8K ﹤0.01% 2902
2026
Q1 		$53.5K Buy
2,488
+648
+35% +$14.2K ﹤0.01% 1671
2025
Q4 		$38.4K Buy
+1,840
New +$39K ﹤0.01% 1752
2025
Q3 		– Sell
-1,423
Closed -$30.1K – 4163
2025
Q2 		$30.1K Sell
1,423
-2
-0.1% -$42 ﹤0.01% 1473
2025
Q1 		$30.6K Buy
1,425
+353
+33% +$7.54K ﹤0.01% 1126
2024
Q4 		$22.6K Buy
1,072
+1,005
+1,500% +$22.5K ﹤0.01% 1166
2024
Q3 		$1.54K Buy
67
+1
+2% +$22 ﹤0.01% 2135
2024
Q2 		$1.31K Hold
66
– – ﹤0.01% 2096
2024
Q1 		$1.33K Buy
66
+1
+2% +$20 ﹤0.01% 1104
2023
Q4 		$1.35K Sell
65
-187
-74% -$3.48K ﹤0.01% 1076
2023
Q3 		$4.47K Buy
252
+188
+294% +$3.62K ﹤0.01% 899
2023
Q2 		$1.25K Buy
64
+1
+2% +$19 ﹤0.01% 1074
2023
Q1 		$1.24K Sell
63
-30
-32% -$601 ﹤0.01% 1065
2022
Q4 		$1.79K Buy
93
+31
+50% +$597 ﹤0.01% 961
2022
Q3 		$1K Hold
62
– – ﹤0.01% 1143
2022
Q2 		$1K Sell
62
-72
-54% -$1.66K ﹤0.01% 1111
2022
Q1 		$3K Hold
134
– – ﹤0.01% 896
2021
Q4 		$4K Sell
134
-30
-18% -$739 ﹤0.01% 813
2021
Q3 		$4K Hold
164
– – ﹤0.01% 793
2021
Q2 		$4K Buy
+164
New +$3.65K ﹤0.01% 791
2020
Q4 		$3K Buy
164
+102
+165% +$1.89K ﹤0.01% 653
2020
Q3 		$1K Hold
62
– – ﹤0.01% 675
2020
Q2 		$1K Hold
62
– – ﹤0.01% 661
2020
Q1 		$1K Hold
62
– – ﹤0.01% 658
2019
Q4 		$1K Hold
62
– – ﹤0.01% 574
2019
Q3 		$1K Buy
+62
New +$1.42K ﹤0.01% 576

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

Arax Advisory Partners's SCHH Position: Q2 2026 in Review

Arax Advisory Partners increased its Schwab US REIT ETF (SCHH) stake by 34% in Q2 2026, buying an estimated $19.8K and bringing the position to 3,337 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #2902.

Arax Advisory Partners first reported a position in SCHH in Q3 2019 and has held it in 26 quarters since. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Arax Advisory Partners held 3,337 shares of Schwab US REIT ETF worth $79K as of Q2 2026.
  • Arax Advisory Partners bought 849 Schwab US REIT ETF shares in Q2 2026, an estimated $19.8K.
  • Schwab US REIT ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2902 holding.
  • Arax Advisory Partners first reported a position in Schwab US REIT ETF in Q3 2019 and has held it in 26 quarters since.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.