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Aventura Private Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Aventura Private Wealth’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 		$12.4K Hold
524
– – ﹤0.01% 560
2026
Q1 		$11.3K Hold
524
– – ﹤0.01% 530
2025
Q4 		$10.9K Hold
524
– – ﹤0.01% 495
2025
Q3 		$11.3K Hold
524
– – ﹤0.01% 479
2025
Q2 		$11.1K Buy
524
+142
+37% +$2.98K ﹤0.01% 449
2025
Q1 		$8.22K Hold
382
– – ﹤0.01% 471
2024
Q4 		$8.04K Buy
+382
New +$8.54K ﹤0.01% 458

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 22.9% 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

Aventura Private Wealth's SCHH Position: Q2 2026 in Review

Aventura Private Wealth held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 524 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Aventura Private Wealth first reported a position in SCHH in Q4 2024 and has held it in 7 quarters since. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Aventura Private Wealth held 524 shares of Schwab US REIT ETF worth $12.4K as of Q2 2026.
  • Aventura Private Wealth left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #560 holding.
  • Aventura Private Wealth first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.