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Csenge Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History

Csenge Advisory Group’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 		$1.81M Buy
76,304
+16,220
+27% +$378K 0.07% 220
2026
Q1 		$1.29M Buy
60,084
+8,817
+17% +$193K 0.06% 253
2025
Q4 		$1.07M Buy
51,267
+5,708
+13% +$121K 0.05% 293
2025
Q3 		$983K Buy
+45,559
New +$972K 0.05% 294

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

Csenge Advisory Group's SCHH Position: Q2 2026 in Review

Csenge Advisory Group increased its Schwab US REIT ETF (SCHH) stake by 27% in Q2 2026, buying an estimated $378K and bringing the position to 76,304 shares worth $1.81M. The position accounts for 0.07% of the portfolio, ranked #220.

Csenge Advisory Group first reported a position in SCHH in Q3 2025 and has held it in 4 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Csenge Advisory Group held 76,304 shares of Schwab US REIT ETF worth $1.81M as of Q2 2026.
  • Csenge Advisory Group bought 16,220 Schwab US REIT ETF shares in Q2 2026, an estimated $378K.
  • Schwab US REIT ETF made up 0.07% of Csenge Advisory Group's portfolio in Q2 2026, its #220 holding.
  • Csenge Advisory Group first reported a position in Schwab US REIT ETF in Q3 2025 and has held it in 4 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.