Cassaday & Co Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Cassaday & Co 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	$31.1K	Buy	+1,312	New	+$30.6K	﹤0.01%	707

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Cassaday & Co Wealth Management's SCHH Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 1,312 shares worth $31.1K. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings.

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

Cassaday & Co Wealth Management held 1,312 shares of Schwab US REIT ETF worth $31.1K as of Q2 2026.
Schwab US REIT ETF was a new Cassaday & Co Wealth Management position in Q2 2026.
Schwab US REIT ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #707 holding.
588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.