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Cooke Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Cooke 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 		$1.02M Sell
43,081
-750
-2% -$17.5K 0.84% 22
2026
Q1 		$942K Buy
43,831
+66
+0.2% +$1.45K 0.83% 22
2025
Q4 		$940K Buy
+43,765
New +$928K 0.82% 23

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

Cooke Wealth Management's SCHH Position: Q2 2026 in Review

Cooke Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 1.7% in Q2 2026, selling an estimated $17.5K and leaving 43,081 shares worth $1.02M. The position accounts for 0.84% of the portfolio, ranked #22.

Cooke Wealth Management first reported a position in SCHH in Q4 2025 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Cooke Wealth Management held 43,081 shares of Schwab US REIT ETF worth $1.02M as of Q2 2026.
  • Cooke Wealth Management sold 750 Schwab US REIT ETF shares in Q2 2026, an estimated $17.5K.
  • Schwab US REIT ETF made up 0.84% of Cooke Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Cooke Wealth Management first reported a position in Schwab US REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • 343 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Cooke Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.