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

EverSource 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 		$670K Sell
28,304
-7,527
-21% -$175K 0.02% 462
2026
Q1 		$770K Sell
35,831
-3,610
-9% -$79.1K 0.02% 456
2025
Q4 		$824K Sell
39,441
-1,947
-5% -$41.3K 0.03% 384
2025
Q3 		$893K Buy
41,388
+41,286
+40,476% +$881K 0.04% 338
2025
Q2 		$2.16K Hold
102
– – ﹤0.01% 3485
2025
Q1 		$2.2K Hold
102
– – ﹤0.01% 2882
2024
Q4 		$2.15K Hold
102
– – ﹤0.01% 2686
2024
Q3 		$2.37K Hold
102
– – ﹤0.01% 2492
2024
Q2 		$2.19K Buy
102
+2
+2% +$39 ﹤0.01% 2524
2024
Q1 		$1.88K Sell
100
-99
-50% -$1.99K ﹤0.01% 2409
2023
Q4 		$4.12K Buy
199
+80
+67% +$1.49K ﹤0.01% 1933
2023
Q3 		$2.11K Buy
119
+19
+19% +$366 ﹤0.01% 1986
2023
Q2 		$1.95K Sell
100
-129
-56% -$2.47K ﹤0.01% 2032
2023
Q1 		$4.46K Buy
229
+129
+129% +$2.58K ﹤0.01% 1682
2022
Q4 		$1.93K Buy
+100
New +$1.93K ﹤0.01% 1918

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

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

EverSource Wealth Advisors reduced its Schwab US REIT ETF (SCHH) stake by 21% in Q2 2026, selling an estimated $175K and leaving 28,304 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #462.

EverSource Wealth Advisors first reported a position in SCHH in Q4 2022 and has held it in 15 quarters since. The position peaked at $893K in Q3 2025. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • EverSource Wealth Advisors held 28,304 shares of Schwab US REIT ETF worth $670K as of Q2 2026.
  • EverSource Wealth Advisors sold 7,527 Schwab US REIT ETF shares in Q2 2026, an estimated $175K.
  • Schwab US REIT ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #462 holding.
  • EverSource Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Schwab US REIT ETF position peaked at $893K in Q3 2025.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.