FWI
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Facet Wealth Inc’s Schwab US REIT ETF SCHH Stock Holding History

Facet Wealth Inc’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
Q1 		$369K Buy
17,169
+2,067
+14% +$45.3K 0.01% 218
2025
Q4 		$318K Buy
15,102
+5,111
+51% +$108K 0.01% 215
2025
Q3 		$216K Buy
+9,991
New +$213K ﹤0.01% 205
2022
Q4 		– Sell
-17,149
Closed -$326K – 75
2022
Q3 		$326K Sell
17,149
-1,667
-9% -$36.1K 0.02% 53
2022
Q2 		$397K Sell
18,816
-325
-2% -$7.48K 0.03% 50
2022
Q1 		$476K Buy
19,141
+939
+5% +$22.7K 0.04% 46
2021
Q4 		$480K Sell
18,202
-146
-0.8% -$3.6K 0.04% 46
2021
Q3 		$419K Sell
18,348
-638
-3% -$15.2K 0.05% 42
2021
Q2 		$435K Sell
18,986
-2,670
-12% -$59.4K 0.06% 39
2021
Q1 		$445K Buy
21,656
+2,138
+11% +$41.8K 0.08% 35
2020
Q4 		$371K Buy
+19,518
New +$361K 0.09% 35

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Facet Wealth Inc's SCHH Position: Q1 2026 in Review

Facet Wealth Inc increased its Schwab US REIT ETF (SCHH) stake by 14% in Q1 2026, buying an estimated $45.3K and bringing the position to 17,169 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #218.

Facet Wealth Inc first reported a position in SCHH in Q4 2020 and has held it in 11 quarters since. The position peaked at $480K in Q4 2021. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Facet Wealth Inc held 17,169 shares of Schwab US REIT ETF worth $369K as of Q1 2026.
  • Facet Wealth Inc bought 2,067 Schwab US REIT ETF shares in Q1 2026, an estimated $45.3K.
  • Schwab US REIT ETF made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #218 holding.
  • Facet Wealth Inc first reported a position in Schwab US REIT ETF in Q4 2020 and has held it in 11 quarters since.
  • Facet Wealth Inc's Schwab US REIT ETF position peaked at $480K in Q4 2021.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.