EFG
SCHH icon

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

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PWMG
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AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ULWM
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CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return