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Comprehensive Money Management Services’s Schwab US REIT ETF SCHH Stock Holding History

Comprehensive Money Management 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 		$1.5M Buy
63,479
+7,720
+14% +$180K 0.95% 23
2026
Q1 		$1.2M Buy
55,759
+12,380
+29% +$271K 0.79% 39
2025
Q4 		$906K Buy
43,379
+275
+0.6% +$5.83K 0.62% 55
2025
Q3 		$930K Buy
43,104
+4,270
+11% +$91.1K 0.66% 50
2025
Q2 		$822K Buy
38,834
+2,992
+8% +$62.7K 0.62% 55
2025
Q1 		$771K Buy
35,842
+525
+1% +$11.2K 0.62% 53
2024
Q4 		$744K Buy
+35,317
New +$789K 0.61% 54

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

Comprehensive Money Management Services's SCHH Position: Q2 2026 in Review

Comprehensive Money Management Services increased its Schwab US REIT ETF (SCHH) stake by 14% in Q2 2026, buying an estimated $180K and bringing the position to 63,479 shares worth $1.5M. The position accounts for 0.95% of the portfolio, ranked #23.

Comprehensive Money Management Services first reported a position in SCHH in Q4 2024 and has held it in 7 quarters since. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Comprehensive Money Management Services held 63,479 shares of Schwab US REIT ETF worth $1.5M as of Q2 2026.
  • Comprehensive Money Management Services bought 7,720 Schwab US REIT ETF shares in Q2 2026, an estimated $180K.
  • Schwab US REIT ETF made up 0.95% of Comprehensive Money Management Services's portfolio in Q2 2026, its #23 holding.
  • Comprehensive Money Management Services first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.