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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

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

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. 594 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.
  • 594 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.