Avion Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Avion 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	$24K	Buy	1,032 +1,012	+5,060%	+$23.6K	﹤0.01%	357
2026 Q1	$0	Hold	20	–	–	﹤0.01%	1553
2025 Q4	$0	Hold	20	–	–	﹤0.01%	1541
2025 Q3	$0	Hold	20	–	–	﹤0.01%	1502
2025 Q2	$0	Hold	20	–	–	﹤0.01%	1556
2025 Q1	$0	Buy	+20	New	+$427	﹤0.01%	1324
2024 Q4	–	Sell	-95	Closed	-$2K	–	1253
2024 Q3	$2K	Hold	95	–	–	﹤0.01%	714
2024 Q2	$1K	Hold	95	–	–	﹤0.01%	809
2024 Q1	$2K	Hold	95	–	–	﹤0.01%	761
2023 Q4	$2K	Sell	95 -331	-78%	-$6.15K	﹤0.01%	616
2023 Q3	$7K	Buy	426 +20	+5%	+$385	﹤0.01%	317
2023 Q2	$7K	Hold	406	–	–	﹤0.01%	327
2023 Q1	$7K	Hold	406	–	–	﹤0.01%	290
2022 Q4	$7K	Hold	406	–	–	﹤0.01%	292
2022 Q3	$8K	Buy	406 +112	+38%	+$2.42K	﹤0.01%	288
2022 Q2	$6K	Buy	+294	New	+$6.76K	﹤0.01%	312
2020 Q2	–	Sell	-130	Closed	-$2K	–	297
2020 Q1	$2K	Buy	+130	New	+$2.77K	﹤0.01%	272

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Avion Wealth's SCHH Position: Q2 2026 in Review

Avion Wealth increased its Schwab US REIT ETF (SCHH) stake by 5,060% in Q2 2026, buying an estimated $23.6K and bringing the position to 1,032 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Avion Wealth first reported a position in SCHH in Q1 2020 and has held it in 17 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Avion Wealth held 1,032 shares of Schwab US REIT ETF worth $24K as of Q2 2026.
Avion Wealth bought 1,012 Schwab US REIT ETF shares in Q2 2026, an estimated $23.6K.
Schwab US REIT ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #357 holding.
Avion Wealth first reported a position in Schwab US REIT ETF in Q1 2020 and has held it in 17 quarters since.
594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.