Compass Financial Management’s Schwab US REIT ETF SCHH Stock Holding History

Compass Financial 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	$243K	Buy	+10,277	New	+$240K	0.03%	386

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Compass Financial Management's SCHH Position: Q2 2026 in Review

Compass Financial Management opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 10,277 shares worth $243K. The stake represents 0.03% of the portfolio and ranks #386 among its holdings.

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

Compass Financial Management held 10,277 shares of Schwab US REIT ETF worth $243K as of Q2 2026.
Schwab US REIT ETF was a new Compass Financial Management position in Q2 2026.
Schwab US REIT ETF made up 0.03% of Compass Financial Management's portfolio in Q2 2026, its #386 holding.
568 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.