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Axxcess Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Axxcess Wealth Management’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 		$718K Buy
+30,308
New +$707K 0.01% 615
2024
Q4 		– Sell
-12,388
Closed -$287K – 922
2024
Q3 		$287K Buy
+12,388
New +$271K 0.01% 701
2024
Q1 		– Sell
-14,803
Closed -$307K – 920
2023
Q4 		$307K Buy
+14,803
New +$275K 0.01% 637

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

Axxcess Wealth Management's SCHH Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 30,308 shares worth $718K. The stake represents 0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SCHH as recently as Q3 2024.

Axxcess Wealth Management first reported a position in SCHH in Q4 2023 and has held it in 3 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Axxcess Wealth Management held 30,308 shares of Schwab US REIT ETF worth $718K as of Q2 2026.
  • Schwab US REIT ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Schwab US REIT ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #615 holding.
  • Axxcess Wealth Management first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 3 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.