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Farther Finance Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Farther Finance 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 		$2.26M Buy
95,223
+3,694
+4% +$86.1K 0.02% 681
2026
Q1 		$1.98M Buy
91,529
+51,356
+128% +$1.13M 0.02% 657
2025
Q4 		$839K Buy
40,173
+6,970
+21% +$148K 0.01% 987
2025
Q3 		$716K Sell
33,203
-300
-0.9% -$6.4K 0.01% 890
2025
Q2 		$709K Sell
33,503
-27,525
-45% -$577K 0.01% 744
2025
Q1 		$1.31M Sell
61,028
-149,917
-71% -$3.2M 0.03% 414
2024
Q4 		$4.44M Buy
210,945
+69,363
+49% +$1.55M 0.16% 115
2024
Q3 		$3.28M Buy
141,582
+137,507
+3,374% +$3.01M 0.12% 142
2024
Q2 		$80.6K Sell
4,075
-1,003
-20% -$19.6K ﹤0.01% 1222
2024
Q1 		$101K Sell
5,078
-12,537
-71% -$251K 0.01% 936
2023
Q4 		$365K Buy
17,615
+17,464
+11,566% +$325K 0.03% 410
2023
Q3 		$2.68K Sell
151
-91
-38% -$1.75K ﹤0.01% 1745
2023
Q2 		$4.73K Sell
242
-1,898
-89% -$36.4K ﹤0.01% 1454
2023
Q1 		$41.7K Buy
2,140
+1
+0% +$20 0.01% 655
2022
Q4 		$41.3K Buy
+2,139
New +$41.2K 0.02% 533

Other funds holding SCHH

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Farther Finance Advisors's SCHH Position: Q2 2026 in Review

Farther Finance Advisors increased its Schwab US REIT ETF (SCHH) stake by 4% in Q2 2026, buying an estimated $86.1K and bringing the position to 95,223 shares worth $2.26M. The position accounts for 0.02% of the portfolio, ranked #681.

Farther Finance Advisors first reported a position in SCHH in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.44M in Q4 2024. 181 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Farther Finance Advisors held 95,223 shares of Schwab US REIT ETF worth $2.26M as of Q2 2026.
  • Farther Finance Advisors bought 3,694 Schwab US REIT ETF shares in Q2 2026, an estimated $86.1K.
  • Schwab US REIT ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #681 holding.
  • Farther Finance Advisors first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Schwab US REIT ETF position peaked at $4.44M in Q4 2024.
  • 181 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.