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FAS Wealth Partners’s Schwab US REIT ETF SCHH Stock Holding History

FAS Wealth Partners’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 		$14K Buy
590
+584
+9,733% +$13.6K ﹤0.01% 463
2026
Q1 		$121 Sell
6
-18
-75% -$395 ﹤0.01% 510
2025
Q4 		$507 Hold
24
– – ﹤0.01% 508
2025
Q3 		$522 Hold
24
– – ﹤0.01% 461
2025
Q2 		$511 Hold
24
– – ﹤0.01% 447
2025
Q1 		$519 Hold
24
– – ﹤0.01% 423
2024
Q4 		$507 Sell
24
-1,954
-99% -$43.7K ﹤0.01% 428
2024
Q3 		$45.8K Buy
1,978
+1,425
+258% +$31.2K ﹤0.01% 359
2024
Q2 		$11.1K Hold
553
– – ﹤0.01% 400
2024
Q1 		$11.2K Buy
553
+21
+4% +$421 ﹤0.01% 406
2023
Q4 		$11K Sell
532
-529
-50% -$9.83K ﹤0.01% 395
2023
Q3 		$18.8K Buy
1,061
+116
+12% +$2.23K ﹤0.01% 378
2023
Q2 		$18.5K Buy
945
+251
+36% +$4.81K ﹤0.01% 359
2023
Q1 		$13.5K Buy
694
+5
+0.7% +$100 ﹤0.01% 385
2022
Q4 		$13.3K Buy
689
+5
+0.7% +$96 ﹤0.01% 381
2022
Q3 		$13K Buy
684
+5
+0.7% +$108 ﹤0.01% 362
2022
Q2 		$14K Buy
679
+5
+0.7% +$115 ﹤0.01% 369
2022
Q1 		$17K Hold
674
– – ﹤0.01% 365
2021
Q4 		$18K Sell
674
-28
-4% -$690 ﹤0.01% 377
2021
Q3 		$16K Buy
702
+2
+0.3% +$48 ﹤0.01% 374
2021
Q2 		$16K Sell
700
-270
-28% -$6K ﹤0.01% 355
2021
Q1 		$20K Buy
970
+800
+471% +$15.6K ﹤0.01% 323
2020
Q4 		$3K Sell
170
-198
-54% -$3.66K ﹤0.01% 332
2020
Q3 		$6K Buy
368
+4
+1% +$72 ﹤0.01% 309
2020
Q2 		$6K Buy
364
+2
+0.6% +$35 ﹤0.01% 297
2020
Q1 		$6K Sell
362
-1,188
-77% -$25.4K ﹤0.01% 283
2019
Q4 		$36K Buy
+1,550
New +$36.1K 0.01% 239

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

FAS Wealth Partners's SCHH Position: Q2 2026 in Review

FAS Wealth Partners increased its Schwab US REIT ETF (SCHH) stake by 9,733% in Q2 2026, buying an estimated $13.6K and bringing the position to 590 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

FAS Wealth Partners first reported a position in SCHH in Q4 2019 and has held it in 27 quarters since. The position peaked at $45.8K in Q3 2024. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • FAS Wealth Partners held 590 shares of Schwab US REIT ETF worth $14K as of Q2 2026.
  • FAS Wealth Partners bought 584 Schwab US REIT ETF shares in Q2 2026, an estimated $13.6K.
  • Schwab US REIT ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #463 holding.
  • FAS Wealth Partners first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 27 quarters since.
  • FAS Wealth Partners's Schwab US REIT ETF position peaked at $45.8K in Q3 2024.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.