Arlington Trust’s Schwab US REIT ETF SCHH Stock Holding History

Arlington Trust’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	$5.73K	Hold	242	–	–	﹤0.01%	542
2026 Q1	$5.2K	Hold	242	–	–	﹤0.01%	526
2025 Q4	$5.05K	Hold	242	–	–	﹤0.01%	376
2025 Q3	$5.22K	Hold	242	–	–	﹤0.01%	523
2025 Q2	$5.12K	Hold	242	–	–	﹤0.01%	528
2025 Q1	$5.21K	Hold	242	–	–	﹤0.01%	555
2024 Q4	$5.1K	Hold	242	–	–	﹤0.01%	508
2024 Q3	$5.61K	Hold	242	–	–	﹤0.01%	484
2024 Q2	$4.83K	Hold	242	–	–	﹤0.01%	490
2024 Q1	$4.91K	Hold	242	–	–	﹤0.01%	435
2023 Q4	$5.01K	Buy	+242	New	+$4.5K	﹤0.01%	477

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Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return