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CWA Asset Management Group’s Schwab US REIT ETF SCHH Stock Holding History

CWA Asset Management 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 		$415K Buy
17,543
+283
+2% +$6.6K 0.01% 530
2026
Q1 		$371K Buy
17,260
+311
+2% +$6.82K 0.01% 532
2025
Q4 		$354K Buy
16,949
+75
+0.4% +$1.59K 0.01% 518
2025
Q3 		$364K Sell
16,874
-58
-0.3% -$1.24K 0.01% 528
2025
Q2 		$358K Sell
16,932
-278
-2% -$5.82K 0.02% 503
2025
Q1 		$370K Sell
17,210
-1,853
-10% -$39.6K 0.02% 469
2024
Q4 		$401K Buy
19,063
+2,567
+16% +$57.4K 0.02% 426
2024
Q3 		$382K Buy
+16,496
New +$361K 0.02% 417
2024
Q1 		$325K Sell
16,032
-2,335
-13% -$46.8K 0.02% 401
2023
Q4 		$380K Buy
18,367
+2,596
+16% +$48.2K 0.03% 288
2023
Q3 		$280K Buy
15,771
+113
+0.7% +$2.17K 0.02% 296
2023
Q2 		$306K Buy
15,658
+118
+0.8% +$2.26K 0.02% 280
2023
Q1 		$303K Sell
15,540
-1,246
-7% -$25K 0.02% 261
2022
Q4 		$324K Buy
16,786
+178
+1% +$3.43K 0.03% 256
2022
Q3 		$310K Buy
16,608
+118
+0.7% +$2.55K 0.03% 227
2022
Q2 		$348K Buy
16,490
+1,444
+10% +$33.2K 0.03% 215
2022
Q1 		$374K Buy
15,046
+20
+0.1% +$483 0.03% 215
2021
Q4 		$396K Buy
15,026
+100
+0.7% +$2.46K 0.03% 209
2021
Q3 		$341K Buy
14,926
+74
+0.5% +$1.76K 0.03% 215
2021
Q2 		$341K Buy
14,852
+64
+0.4% +$1.42K 0.03% 207
2021
Q1 		$304K Buy
14,788
+58
+0.4% +$1.13K 0.03% 212
2020
Q4 		$280K Buy
14,730
+144
+1% +$2.66K 0.03% 211
2020
Q3 		$258K Buy
14,586
+100
+0.7% +$1.8K 0.03% 188
2020
Q2 		$255K Buy
14,486
+94
+0.7% +$1.63K 0.04% 177
2020
Q1 		$236K Sell
14,392
-748
-5% -$16K 0.05% 187
2019
Q4 		$348K Buy
15,140
+270
+2% +$6.29K 0.06% 166
2019
Q3 		$351K Buy
14,870
+302
+2% +$6.93K 0.06% 152
2019
Q2 		$324K Hold
14,568
– – 0.06% 164
2019
Q1 		$324K Buy
14,568
+642
+5% +$13.6K 0.06% 151
2018
Q4 		$268K Buy
13,926
+88
+0.6% +$1.8K 0.06% 163
2018
Q3 		$289K Buy
13,838
+100
+0.7% +$2.11K 0.06% 156
2018
Q2 		$287K Hold
13,738
– – 0.07% 154
2018
Q1 		$263K Buy
13,738
+98
+0.7% +$1.89K 0.06% 151
2017
Q4 		$284K Buy
13,640
+106
+0.8% +$2.2K 0.08% 139
2017
Q3 		$278K Buy
13,534
+76
+0.6% +$1.57K 0.08% 131
2017
Q2 		$277K Buy
13,458
+2,048
+18% +$42.1K 0.09% 130
2017
Q1 		$233K Buy
11,410
+30
+0.3% +$614 0.08% 135
2016
Q4 		$234K Buy
11,380
+136
+1% +$2.73K 0.1% 137
2016
Q3 		$240K Buy
11,244
+60
+0.5% +$1.31K 0.13% 120
2016
Q2 		$243K Buy
+11,184
New +$231K 0.15% 118
2016
Q1 		– Sell
-11,638
Closed -$231K – 123
2015
Q4 		$231K Buy
+11,638
New +$227K 0.26% 118

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

CWA Asset Management Group's SCHH Position: Q2 2026 in Review

CWA Asset Management Group increased its Schwab US REIT ETF (SCHH) stake by 1.6% in Q2 2026, buying an estimated $6.6K and bringing the position to 17,543 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #530.

CWA Asset Management Group first reported a position in SCHH in Q4 2015 and has held it in 41 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • CWA Asset Management Group held 17,543 shares of Schwab US REIT ETF worth $415K as of Q2 2026.
  • CWA Asset Management Group bought 283 Schwab US REIT ETF shares in Q2 2026, an estimated $6.6K.
  • Schwab US REIT ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #530 holding.
  • CWA Asset Management Group first reported a position in Schwab US REIT ETF in Q4 2015 and has held it in 41 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.