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Elwood & Goetz Wealth Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History

Elwood & Goetz Wealth 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 		$1.05M Sell
44,511
-3,909
-8% -$91.1K 0.16% 49
2026
Q1 		$1.04M Buy
48,420
+25,869
+115% +$567K 0.18% 44
2025
Q4 		$471K Sell
22,551
-5,625
-20% -$119K 0.08% 69
2025
Q3 		$608K Buy
28,176
+5,460
+24% +$116K 0.12% 57
2025
Q2 		$481K Sell
22,716
-801
-3% -$16.8K 0.1% 60
2025
Q1 		$506K Sell
23,517
-2,376
-9% -$50.8K 0.12% 50
2024
Q4 		$545K Buy
25,893
+15,712
+154% +$351K 0.13% 46
2024
Q3 		$236K Sell
10,181
-89
-0.9% -$1.95K 0.06% 93
2024
Q2 		$205K Hold
10,270
– – 0.06% 81
2024
Q1 		$208K Sell
10,270
-9,611
-48% -$193K 0.05% 85
2023
Q4 		$412K Buy
19,881
+1,815
+10% +$33.7K 0.09% 53
2023
Q3 		$321K Buy
+18,066
New +$348K 0.07% 58
2019
Q4 		– Sell
-13,510
Closed -$319K – 31
2019
Q3 		$319K Sell
13,510
-1,058
-7% -$24.3K 0.25% 25
2019
Q2 		$324K Buy
14,568
+100
+0.7% +$2.23K 0.28% 23
2019
Q1 		$321K Sell
14,468
-5,774
-29% -$123K 0.3% 23
2018
Q4 		$390K Buy
+20,242
New +$413K 0.41% 21

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

Elwood & Goetz Wealth Advisory Group's SCHH Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Schwab US REIT ETF (SCHH) stake by 8.1% in Q2 2026, selling an estimated $91.1K and leaving 44,511 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #49.

Elwood & Goetz Wealth Advisory Group first reported a position in SCHH in Q4 2018 and has held it in 16 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 44,511 shares of Schwab US REIT ETF worth $1.05M as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 3,909 Schwab US REIT ETF shares in Q2 2026, an estimated $91.1K.
  • Schwab US REIT ETF made up 0.16% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #49 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Schwab US REIT ETF in Q4 2018 and has held it in 16 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.