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Asset Allocation Strategies’s Schwab US REIT ETF SCHH Stock Holding History

Asset Allocation Strategies’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 		$5.99M Buy
252,804
+4,488
+2% +$105K 0.92% 28
2026
Q1 		$5.34M Buy
248,316
+5,967
+2% +$131K 0.95% 27
2025
Q4 		$5.06M Buy
242,349
+12,282
+5% +$260K 0.94% 31
2025
Q3 		$4.96M Buy
230,067
+5,075
+2% +$108K 0.98% 30
2025
Q2 		$4.76M Buy
224,992
+25,073
+13% +$525K 1.05% 28
2025
Q1 		$4.3M Buy
199,919
+17,462
+10% +$373K 1.07% 29
2024
Q4 		$3.91M Buy
182,457
+97,306
+114% +$2.17M 0.94% 30
2024
Q3 		$1.97M Buy
85,151
+67,484
+382% +$1.48M 0.56% 45
2024
Q2 		$353K Buy
+17,667
New +$345K 0.12% 65

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

Asset Allocation Strategies's SCHH Position: Q2 2026 in Review

Asset Allocation Strategies increased its Schwab US REIT ETF (SCHH) stake by 1.8% in Q2 2026, buying an estimated $105K and bringing the position to 252,804 shares worth $5.99M. The position accounts for 0.92% of the portfolio, ranked #28.

Asset Allocation Strategies first reported a position in SCHH in Q2 2024 and has held it in 9 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Asset Allocation Strategies held 252,804 shares of Schwab US REIT ETF worth $5.99M as of Q2 2026.
  • Asset Allocation Strategies bought 4,488 Schwab US REIT ETF shares in Q2 2026, an estimated $105K.
  • Schwab US REIT ETF made up 0.92% of Asset Allocation Strategies's portfolio in Q2 2026, its #28 holding.
  • Asset Allocation Strategies first reported a position in Schwab US REIT ETF in Q2 2024 and has held it in 9 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.