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Christensen King & Associates Investment Services’s Schwab US REIT ETF SCHH Stock Holding History

Christensen King & Associates Investment Services’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 		$708K Sell
29,878
-3,283
-10% -$76.5K 0.28% 49
2026
Q1 		$713K Sell
33,161
-757
-2% -$16.6K 0.31% 49
2025
Q4 		$709K Sell
33,918
-442
-1% -$9.37K 0.3% 47
2025
Q3 		$741K Buy
34,360
+42
+0.1% +$896 0.32% 47
2025
Q2 		$726K Sell
34,318
-231
-0.7% -$4.84K 0.33% 45
2025
Q1 		$737K Sell
34,549
-1,514
-4% -$32.4K 0.35% 43
2024
Q4 		$761K Sell
36,063
-1,562
-4% -$34.9K 0.36% 43
2024
Q3 		$872K Sell
37,625
-1,351
-3% -$29.6K 0.41% 41
2024
Q2 		$778K Sell
38,976
-260
-0.7% -$5.07K 0.38% 40
2024
Q1 		$796K Buy
39,236
+371
+1% +$7.44K 0.4% 38
2023
Q4 		$805K Buy
+38,865
New +$722K 0.43% 36

Other funds holding SCHH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Christensen King & Associates Investment Services's SCHH Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its Schwab US REIT ETF (SCHH) stake by 9.9% in Q2 2026, selling an estimated $76.5K and leaving 29,878 shares worth $708K. The position accounts for 0.28% of the portfolio, ranked #49.

Christensen King & Associates Investment Services first reported a position in SCHH in Q4 2023 and has held it in 11 quarters since. The position peaked at $872K in Q3 2024. 366 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Christensen King & Associates Investment Services held 29,878 shares of Schwab US REIT ETF worth $708K as of Q2 2026.
  • Christensen King & Associates Investment Services sold 3,283 Schwab US REIT ETF shares in Q2 2026, an estimated $76.5K.
  • Schwab US REIT ETF made up 0.28% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #49 holding.
  • Christensen King & Associates Investment Services first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • Christensen King & Associates Investment Services's Schwab US REIT ETF position peaked at $872K in Q3 2024.
  • 366 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.