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Ausdal Financial Partners’s Schwab US REIT ETF SCHH Stock Holding History

Ausdal Financial 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 		$237K Sell
10,004
-780
-7% -$18.2K 0.01% 919
2026
Q1 		$232K Sell
10,784
-1,433
-12% -$31.4K 0.01% 880
2025
Q4 		$255K Sell
12,217
-132
-1% -$2.8K 0.01% 806
2025
Q3 		$266K Buy
12,349
+1,053
+9% +$22.5K 0.01% 779
2025
Q2 		$239K Sell
11,296
-269
-2% -$5.64K 0.02% 610
2025
Q1 		$249K Sell
11,565
-737
-6% -$15.8K 0.02% 546
2024
Q4 		$259K Buy
12,302
+2,039
+20% +$45.6K 0.02% 486
2024
Q3 		$238K Sell
10,263
-1,066
-9% -$23.3K 0.02% 460
2024
Q2 		$226K Sell
11,329
-1,149
-9% -$22.4K 0.02% 451
2024
Q1 		$253K Buy
12,478
+1,297
+12% +$26K 0.03% 403
2023
Q4 		$232K Buy
11,181
+753
+7% +$14K 0.03% 394
2023
Q3 		$185K Sell
10,428
-1,035
-9% -$19.9K 0.03% 406
2023
Q2 		$224K Sell
11,463
-151
-1% -$2.9K 0.03% 380
2023
Q1 		$226K Sell
11,614
-107
-0.9% -$2.14K 0.03% 397
2022
Q4 		$226K Sell
11,721
-330
-3% -$6.35K 0.03% 396
2022
Q3 		$225K Sell
12,051
-1,242
-9% -$26.9K 0.04% 387
2022
Q2 		$280K Sell
13,293
-262
-2% -$6.03K 0.04% 353
2022
Q1 		$337K Buy
13,555
+245
+2% +$5.91K 0.05% 346
2021
Q4 		$351K Buy
13,310
+1,510
+13% +$37.2K 0.05% 348
2021
Q3 		$270K Buy
11,800
+16
+0.1% +$381 0.04% 382
2021
Q2 		$270K Buy
11,784
+280
+2% +$6.22K 0.04% 369
2021
Q1 		$236K Buy
+11,504
New +$225K 0.04% 384

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

Ausdal Financial Partners's SCHH Position: Q2 2026 in Review

Ausdal Financial Partners reduced its Schwab US REIT ETF (SCHH) stake by 7.2% in Q2 2026, selling an estimated $18.2K and leaving 10,004 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #919.

Ausdal Financial Partners first reported a position in SCHH in Q1 2021 and has held it in 22 quarters since. The position peaked at $351K in Q4 2021. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Ausdal Financial Partners held 10,004 shares of Schwab US REIT ETF worth $237K as of Q2 2026.
  • Ausdal Financial Partners sold 780 Schwab US REIT ETF shares in Q2 2026, an estimated $18.2K.
  • Schwab US REIT ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #919 holding.
  • Ausdal Financial Partners first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 22 quarters since.
  • Ausdal Financial Partners's Schwab US REIT ETF position peaked at $351K in Q4 2021.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.