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 Q2	$301K	Sell	12,713 -4,456	-26%	-$104K	﹤0.01%	305
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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Facet Wealth Inc's SCHH Position: Q2 2026 in Review

Facet Wealth Inc reduced its Schwab US REIT ETF (SCHH) stake by 26% in Q2 2026, selling an estimated $104K and leaving 12,713 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Facet Wealth Inc first reported a position in SCHH in Q4 2020 and has held it in 12 quarters since. The position peaked at $480K in Q4 2021. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Facet Wealth Inc held 12,713 shares of Schwab US REIT ETF worth $301K as of Q2 2026.
Facet Wealth Inc sold 4,456 Schwab US REIT ETF shares in Q2 2026, an estimated $104K.
Schwab US REIT ETF made up ﹤0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #305 holding.
Facet Wealth Inc first reported a position in Schwab US REIT ETF in Q4 2020 and has held it in 12 quarters since.
Facet Wealth Inc's Schwab US REIT ETF position peaked at $480K in Q4 2021.
594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.