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Emergent Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Emergent Wealth 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 		$207K Buy
+8,820
New +$206K 0.11% 119
2025
Q2 		– Sell
-9,528
Closed -$205K – 119
2025
Q1 		$205K Sell
9,528
-180
-2% -$3.85K 0.15% 104
2024
Q4 		$204K Buy
9,708
+441
+5% +$9.86K 0.15% 109
2024
Q3 		$215K Sell
9,267
-839
-8% -$18.4K 0.16% 100
2024
Q2 		$202K Buy
10,106
+85
+0.8% +$1.66K 0.16% 105
2024
Q1 		$203K Buy
+10,021
New +$201K 0.18% 101

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

Emergent Wealth Advisors's SCHH Position: Q2 2026 in Review

Emergent Wealth Advisors opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 8,820 shares worth $207K. The stake represents 0.11% of the portfolio and ranks #119 among its holdings. This is a return to the name: Emergent Wealth Advisors previously reported a position in SCHH as recently as Q1 2025.

Emergent Wealth Advisors first reported a position in SCHH in Q1 2024 and has held it in 6 quarters since. The position peaked at $215K in Q3 2024. 589 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Emergent Wealth Advisors held 8,820 shares of Schwab US REIT ETF worth $207K as of Q2 2026.
  • Schwab US REIT ETF was a new Emergent Wealth Advisors position in Q2 2026.
  • Schwab US REIT ETF made up 0.11% of Emergent Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • Emergent Wealth Advisors first reported a position in Schwab US REIT ETF in Q1 2024 and has held it in 6 quarters since.
  • Emergent Wealth Advisors's Schwab US REIT ETF position peaked at $215K in Q3 2024.
  • 589 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.