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Balboa Wealth Partners’s Schwab US REIT ETF SCHH Stock Holding History

Balboa Wealth 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 		$725K Buy
+30,614
New +$714K 0.1% 173

Other funds holding SCHH

Financial Engines Advisors
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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

Balboa Wealth Partners's SCHH Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 30,614 shares worth $725K. The stake represents 0.1% of the portfolio and ranks #173 among its holdings.

588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Balboa Wealth Partners held 30,614 shares of Schwab US REIT ETF worth $725K as of Q2 2026.
  • Schwab US REIT ETF was a new Balboa Wealth Partners position in Q2 2026.
  • Schwab US REIT ETF made up 0.1% of Balboa Wealth Partners's portfolio in Q2 2026, its #173 holding.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.