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Carter Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Carter Financial Group’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 		$1.82M Buy
76,887
+2,024
+3% +$47.2K 0.94% 24
2026
Q1 		$1.61M Sell
74,863
-6,150
-8% -$135K 1% 27
2025
Q4 		$1.69M Buy
81,013
+4,198
+5% +$89K 1% 24
2025
Q3 		$1.66M Buy
76,815
+7,451
+11% +$159K 1% 26
2025
Q2 		$1.47M Buy
+69,364
New +$1.45M 0.96% 25
2022
Q1 		$935K Buy
+37,556
New +$906K 1.25% 13

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

Carter Financial Group's SCHH Position: Q2 2026 in Review

Carter Financial Group increased its Schwab US REIT ETF (SCHH) stake by 2.7% in Q2 2026, buying an estimated $47.2K and bringing the position to 76,887 shares worth $1.82M. The position accounts for 0.94% of the portfolio, ranked #24.

Carter Financial Group first reported a position in SCHH in Q1 2022 and has held it in 6 quarters since. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Carter Financial Group held 76,887 shares of Schwab US REIT ETF worth $1.82M as of Q2 2026.
  • Carter Financial Group bought 2,024 Schwab US REIT ETF shares in Q2 2026, an estimated $47.2K.
  • Schwab US REIT ETF made up 0.94% of Carter Financial Group's portfolio in Q2 2026, its #24 holding.
  • Carter Financial Group first reported a position in Schwab US REIT ETF in Q1 2022 and has held it in 6 quarters since.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.