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Everhart Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Everhart Financial 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 		$395K Sell
16,668
-3,078
-16% -$71.8K 0.03% 309
2026
Q1 		$424K Sell
19,746
-3,669
-16% -$80.4K 0.04% 303
2025
Q4 		$489K Sell
23,415
-4,316
-16% -$91.5K 0.05% 263
2025
Q3 		$598K Buy
27,731
+107
+0.4% +$2.28K 0.06% 226
2025
Q2 		$585K Buy
27,624
+7,220
+35% +$151K 0.07% 207
2025
Q1 		$439K Sell
20,404
-68
-0.3% -$1.45K 0.06% 230
2024
Q4 		$431K Sell
20,472
-523
-2% -$11.7K 0.09% 208
2024
Q3 		$486K Sell
20,995
-121
-0.6% -$2.65K 0.11% 195
2024
Q2 		$422K Sell
21,116
-992
-4% -$19.3K 0.11% 185
2024
Q1 		$449K Sell
22,108
-708
-3% -$14.2K 0.13% 163
2023
Q4 		$473K Buy
22,816
+3,359
+17% +$62.4K 0.17% 119
2023
Q3 		$345K Buy
19,457
+2,060
+12% +$39.6K 0.15% 137
2023
Q2 		$340K Sell
17,397
-114
-0.7% -$2.19K 0.14% 144
2023
Q1 		$341K Buy
17,511
+402
+2% +$8.05K 0.15% 123
2022
Q4 		$330K Buy
17,109
+4,163
+32% +$80.1K 0.17% 109
2022
Q3 		$242K Sell
12,946
-10,458
-45% -$226K 0.13% 156
2022
Q2 		$494K Buy
23,404
+13,818
+144% +$318K 0.3% 76
2022
Q1 		$239K Buy
9,586
+86
+0.9% +$2.08K 0.14% 110
2021
Q4 		$250K Sell
9,500
-60
-0.6% -$1.48K 0.15% 98
2021
Q3 		$218K Sell
9,560
-22
-0.2% -$525 0.15% 96
2021
Q2 		$220K Sell
9,582
-1,276
-12% -$28.4K 0.15% 88
2021
Q1 		$223K Buy
+10,858
New +$212K 0.2% 73

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

Everhart Financial Group's SCHH Position: Q2 2026 in Review

Everhart Financial Group reduced its Schwab US REIT ETF (SCHH) stake by 16% in Q2 2026, selling an estimated $71.8K and leaving 16,668 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #309.

Everhart Financial Group first reported a position in SCHH in Q1 2021 and has held it in 22 quarters since. The position peaked at $598K in Q3 2025. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Everhart Financial Group held 16,668 shares of Schwab US REIT ETF worth $395K as of Q2 2026.
  • Everhart Financial Group sold 3,078 Schwab US REIT ETF shares in Q2 2026, an estimated $71.8K.
  • Schwab US REIT ETF made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #309 holding.
  • Everhart Financial Group first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 22 quarters since.
  • Everhart Financial Group's Schwab US REIT ETF position peaked at $598K in Q3 2025.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.