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Discipline Wealth Solutions’s Schwab US REIT ETF SCHH Stock Holding History

Discipline Wealth Solutions’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 		$503K Buy
21,223
+148
+0.7% +$3.45K 0.04% 127
2026
Q1 		$453K Buy
21,075
+113
+0.5% +$2.48K 0.05% 119
2025
Q4 		$438K Buy
20,962
+219
+1% +$4.64K 0.08% 111
2025
Q3 		$447K Buy
20,743
+150
+0.7% +$3.2K 0.12% 103
2025
Q2 		$436K Buy
20,593
+154
+0.8% +$3.23K 0.17% 65
2025
Q1 		$440K Buy
20,439
+94
+0.5% +$2.01K 0.21% 50
2024
Q4 		$428K Buy
+20,345
New +$455K 0.2% 53

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

Discipline Wealth Solutions's SCHH Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Schwab US REIT ETF (SCHH) stake by 0.7% in Q2 2026, buying an estimated $3.45K and bringing the position to 21,223 shares worth $503K. The position accounts for 0.04% of the portfolio, ranked #127.

Discipline Wealth Solutions first reported a position in SCHH in Q4 2024 and has held it in 7 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Discipline Wealth Solutions held 21,223 shares of Schwab US REIT ETF worth $503K as of Q2 2026.
  • Discipline Wealth Solutions bought 148 Schwab US REIT ETF shares in Q2 2026, an estimated $3.45K.
  • Schwab US REIT ETF made up 0.04% of Discipline Wealth Solutions's portfolio in Q2 2026, its #127 holding.
  • Discipline Wealth Solutions first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.