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Droms Strauss Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Droms Strauss Advisors’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 		$772K Buy
32,622
+661
+2% +$15.4K 0.18% 48
2026
Q1 		$687K Buy
31,961
+1,629
+5% +$35.7K 0.18% 47
2025
Q4 		$634K Buy
30,332
+3,774
+14% +$80K 0.17% 48
2025
Q3 		$573K Sell
26,558
-1,909
-7% -$40.7K 0.17% 46
2025
Q2 		$602K Buy
28,467
+5,866
+26% +$123K 0.18% 45
2025
Q1 		$486K Sell
22,601
-47
-0.2% -$1K 0.17% 45
2024
Q4 		$477K Sell
22,648
-548
-2% -$12.2K 0.16% 47
2024
Q3 		$537K Buy
23,196
+964
+4% +$21.1K 0.19% 43
2024
Q2 		$444K Sell
22,232
-1,868
-8% -$36.4K 0.16% 43
2024
Q1 		$489K Sell
24,100
-8,070
-25% -$162K 0.18% 43
2023
Q4 		$666K Buy
32,170
+10,448
+48% +$194K 0.26% 44
2023
Q3 		$386K Buy
21,722
+2,228
+11% +$42.9K 0.17% 46
2023
Q2 		$385K Sell
19,494
-9,069
-32% -$174K 0.16% 47
2023
Q1 		$557K Sell
28,563
-1,220
-4% -$24.4K 0.25% 41
2022
Q4 		$571K Buy
29,783
+19,559
+191% +$376K 0.26% 40
2022
Q3 		$188K Sell
10,224
-1,285
-11% -$27.8K 0.09% 60
2022
Q2 		$243K Sell
11,509
-7,870
-41% -$181K 0.12% 53
2022
Q1 		$486K Buy
19,379
+2,303
+13% +$55.6K 0.24% 29
2021
Q4 		$445K Buy
17,076
+1,788
+12% +$44.1K 0.2% 35
2021
Q3 		$344K Buy
15,288
+5,146
+51% +$123K 0.17% 36
2021
Q2 		$230K Buy
+10,142
New +$225K 0.11% 46
2021
Q1 		– Sell
-31,116
Closed -$589K – 49
2020
Q4 		$589K Buy
31,116
+14,530
+88% +$269K 0.34% 21
2020
Q3 		$293K Sell
16,586
-29,912
-64% -$538K 0.17% 37
2020
Q2 		$817K Buy
+46,498
New +$807K 0.56% 19
2020
Q1 		– Sell
-225,346
Closed -$5.17M – 51
2019
Q4 		$5.17M Sell
225,346
-42,218
-16% -$984K 3.84% 9
2019
Q3 		$6.31M Sell
267,564
-6,650
-2% -$153K 5.08% 7
2019
Q2 		$6.09M Buy
274,214
+2,342
+0.9% +$52.3K 4.53% 7
2019
Q1 		$6.03M Buy
271,872
+5,082
+2% +$108K 4.68% 6
2018
Q4 		$5.13M Buy
+266,790
New +$5.45M 4.75% 7

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

Droms Strauss Advisors's SCHH Position: Q2 2026 in Review

Droms Strauss Advisors increased its Schwab US REIT ETF (SCHH) stake by 2.1% in Q2 2026, buying an estimated $15.4K and bringing the position to 32,622 shares worth $772K. The position accounts for 0.18% of the portfolio, ranked #48.

Droms Strauss Advisors first reported a position in SCHH in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.31M in Q3 2019. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Droms Strauss Advisors held 32,622 shares of Schwab US REIT ETF worth $772K as of Q2 2026.
  • Droms Strauss Advisors bought 661 Schwab US REIT ETF shares in Q2 2026, an estimated $15.4K.
  • Schwab US REIT ETF made up 0.18% of Droms Strauss Advisors's portfolio in Q2 2026, its #48 holding.
  • Droms Strauss Advisors first reported a position in Schwab US REIT ETF in Q4 2018 and has held it in 29 quarters since.
  • Droms Strauss Advisors's Schwab US REIT ETF position peaked at $6.31M in Q3 2019.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.