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Ariadne Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Ariadne Wealth Management’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 		$385K Buy
16,239
+9
+0.1% +$210 0.17% 143
2026
Q1 		$349K Buy
16,230
+7
+0% +$153 0.16% 148
2025
Q4 		$365K Buy
16,223
+1,273
+9% +$27K 0.15% 147
2025
Q3 		$316K Hold
14,950
– – 0.14% 157
2025
Q2 		$315K Sell
14,950
-5,100
-25% -$107K 0.15% 148
2025
Q1 		$425K Hold
20,050
– – 0.22% 99
2024
Q4 		$431K Buy
20,050
+5,100
+34% +$114K 0.2% 100
2024
Q3 		$334K Hold
14,950
– – 0.18% 116
2024
Q2 		$301K Buy
+14,950
New +$292K 0.23% 97

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

Ariadne Wealth Management's SCHH Position: Q2 2026 in Review

Ariadne Wealth Management increased its Schwab US REIT ETF (SCHH) stake by 0.06% in Q2 2026, buying an estimated $210 and bringing the position to 16,239 shares worth $385K. The position accounts for 0.17% of the portfolio, ranked #143.

Ariadne Wealth Management first reported a position in SCHH in Q2 2024 and has held it in 9 quarters since. The position peaked at $431K in Q4 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Ariadne Wealth Management held 16,239 shares of Schwab US REIT ETF worth $385K as of Q2 2026.
  • Ariadne Wealth Management bought 9 Schwab US REIT ETF shares in Q2 2026, an estimated $210.
  • Schwab US REIT ETF made up 0.17% of Ariadne Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Ariadne Wealth Management first reported a position in Schwab US REIT ETF in Q2 2024 and has held it in 9 quarters since.
  • Ariadne Wealth Management's Schwab US REIT ETF position peaked at $431K in Q4 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.