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 Q3	$11K	Sell	532 -500	-48%	-$11.9K	﹤0.01%	556
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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.75B AUM 16.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Avion Wealth's SCHH Position: Q3 2026 in Review

Avion Wealth reduced its Schwab US REIT ETF (SCHH) stake by 48% in Q3 2026, selling an estimated $11.9K and leaving 532 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Avion Wealth first reported a position in SCHH in Q1 2020 and has held it in 18 quarters since. The position peaked at $24K in Q2 2026. 419 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

Avion Wealth held 532 shares of Schwab US REIT ETF worth $11K as of Q3 2026.
Avion Wealth sold 500 Schwab US REIT ETF shares in Q3 2026, an estimated $11.9K.
Schwab US REIT ETF made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #556 holding.
Avion Wealth first reported a position in Schwab US REIT ETF in Q1 2020 and has held it in 18 quarters since.
Avion Wealth's Schwab US REIT ETF position peaked at $24K in Q2 2026.
419 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.