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Cahill Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Cahill Financial Advisors’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 		$369K Buy
15,571
+99
+0.6% +$2.31K 0.04% 224
2026
Q1 		$332K Buy
15,472
+75
+0.5% +$1.64K 0.04% 229
2025
Q4 		$322K Buy
15,397
+146
+1% +$3.1K 0.04% 231
2025
Q3 		$329K Sell
15,251
-11,948
-44% -$255K 0.04% 222
2025
Q2 		$576K Sell
27,199
-2,642
-9% -$55.4K 0.07% 153
2025
Q1 		$642K Buy
29,841
+82
+0.3% +$1.75K 0.09% 143
2024
Q4 		$627K Buy
29,759
+3,850
+15% +$86K 0.08% 144
2024
Q3 		$600K Buy
25,909
+258
+1% +$5.65K 0.08% 148
2024
Q2 		$512K Hold
25,651
– – 0.07% 173
2024
Q1 		$521K Sell
25,651
-1,027
-4% -$20.6K 0.07% 172
2023
Q4 		$552K Sell
26,678
-3,059
-10% -$56.9K 0.08% 156
2023
Q3 		$528K Buy
29,737
+39
+0.1% +$750 0.09% 156
2023
Q2 		$580K Buy
29,698
+262
+0.9% +$5.02K 0.09% 152
2023
Q1 		$574K Buy
29,436
+896
+3% +$17.9K 0.1% 145
2022
Q4 		$551K Buy
28,540
+1,290
+5% +$24.8K 0.11% 144
2022
Q3 		$509K Buy
27,250
+3,371
+14% +$72.9K 0.11% 150
2022
Q2 		$504K Buy
23,879
+116
+0.5% +$2.67K 0.11% 153
2022
Q1 		$591K Sell
23,763
-1,025
-4% -$24.7K 0.11% 149
2021
Q4 		$653K Buy
24,788
+94
+0.4% +$2.32K 0.13% 146
2021
Q3 		$564K Sell
24,694
-184
-0.7% -$4.39K 0.12% 149
2021
Q2 		$570K Buy
24,878
+74
+0.3% +$1.65K 0.13% 140
2021
Q1 		$510K Sell
24,804
-2,974
-11% -$58.2K 0.12% 134
2020
Q4 		$527K Sell
27,778
-1,304
-4% -$24.1K 0.13% 125
2020
Q3 		$514K Sell
29,082
-2,368
-8% -$42.6K 0.19% 102
2020
Q2 		$554K Sell
31,450
-90,256
-74% -$1.57M 0.21% 95
2020
Q1 		$1.99M Buy
121,706
+1,656
+1% +$35.3K 0.92% 30
2019
Q4 		$2.76M Buy
120,050
+2,938
+3% +$68.5K 1% 27
2019
Q3 		$2.76M Buy
117,112
+742
+0.6% +$17K 1.07% 26
2019
Q2 		$2.59M Buy
116,370
+1,980
+2% +$44.2K 1.02% 24
2019
Q1 		$2.54M Buy
114,390
+9,142
+9% +$194K 1.06% 22
2018
Q4 		$2.03M Buy
105,248
+1,234
+1% +$25.2K 1.01% 23
2018
Q3 		$2.17M Buy
104,014
+2,892
+3% +$61.1K 0.96% 27
2018
Q2 		$2.11M Buy
101,122
+3,644
+4% +$72.1K 0.98% 27
2018
Q1 		$1.86M Buy
97,478
+7,778
+9% +$150K 0.89% 31
2017
Q4 		$1.87M Buy
89,700
+2,072
+2% +$43.1K 0.94% 30
2017
Q3 		$1.8M Buy
87,628
+2,846
+3% +$58.6K 0.95% 31
2017
Q2 		$1.75M Buy
84,782
+16,806
+25% +$345K 0.97% 31
2017
Q1 		$1.39M Sell
67,976
-222
-0.3% -$4.55K 0.8% 36
2016
Q4 		$1.4M Buy
68,198
+56,346
+475% +$1.13M 0.85% 35
2016
Q3 		$253K Buy
11,852
+606
+5% +$13.3K 0.16% 108
2016
Q2 		$245K Buy
+11,246
New +$232K 0.17% 104

Other funds holding SCHH

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Cahill Financial Advisors's SCHH Position: Q2 2026 in Review

Cahill Financial Advisors increased its Schwab US REIT ETF (SCHH) stake by 0.64% in Q2 2026, buying an estimated $2.31K and bringing the position to 15,571 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #224.

Cahill Financial Advisors first reported a position in SCHH in Q2 2016 and has held it in 41 quarters since. The position peaked at $2.76M in Q3 2019. 460 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Cahill Financial Advisors held 15,571 shares of Schwab US REIT ETF worth $369K as of Q2 2026.
  • Cahill Financial Advisors bought 99 Schwab US REIT ETF shares in Q2 2026, an estimated $2.31K.
  • Schwab US REIT ETF made up 0.04% of Cahill Financial Advisors's portfolio in Q2 2026, its #224 holding.
  • Cahill Financial Advisors first reported a position in Schwab US REIT ETF in Q2 2016 and has held it in 41 quarters since.
  • Cahill Financial Advisors's Schwab US REIT ETF position peaked at $2.76M in Q3 2019.
  • 460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.