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Continuum Advisory’s Schwab US REIT ETF SCHH Stock Holding History

Continuum Advisory’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 		$11.2K Buy
+473
New +$11K ﹤0.01% 1223
2025
Q2 		– Sell
-708
Closed -$15.2K – 1354
2025
Q1 		$15.2K Buy
708
+597
+538% +$12.8K ﹤0.01% 904
2024
Q4 		$2.33K Buy
111
+1
+0.9% +$22 ﹤0.01% 1367
2024
Q3 		$2.43K Sell
110
-15
-12% -$328 ﹤0.01% 1363
2024
Q2 		$2.5K Buy
125
+17
+16% +$332 ﹤0.01% 1241
2024
Q1 		$2.12K Buy
+108
New +$2.17K ﹤0.01% 1285

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

Continuum Advisory's SCHH Position: Q2 2026 in Review

Continuum Advisory opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 473 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in SCHH as recently as Q1 2025.

Continuum Advisory first reported a position in SCHH in Q1 2024 and has held it in 6 quarters since. The position peaked at $15.2K in Q1 2025. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Continuum Advisory held 473 shares of Schwab US REIT ETF worth $11.2K as of Q2 2026.
  • Schwab US REIT ETF was a new Continuum Advisory position in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1223 holding.
  • Continuum Advisory first reported a position in Schwab US REIT ETF in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's Schwab US REIT ETF position peaked at $15.2K in Q1 2025.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.