FC Advisory’s Schwab US REIT ETF SCHH Stock Holding History

FC Advisory’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	$2.3M	Sell	97,213 -3,875	-4%	-$90.3K	0.61%	33
2026 Q1	$2.17M	Buy	101,088 +7,916	+8%	+$174K	0.63%	32
2025 Q4	$1.95M	Buy	93,172 +50	+0.1%	+$1.06K	0.56%	35
2025 Q3	$2.01M	Buy	93,122 +1,442	+2%	+$30.8K	0.59%	34
2025 Q2	$1.94M	Buy	91,680 +16,775	+22%	+$351K	0.6%	33
2025 Q1	$1.61M	Sell	74,905 -1,605	-2%	-$34.3K	0.54%	33
2024 Q4	$1.61M	Buy	76,510 +3,899	+5%	+$87.1K	0.54%	33
2024 Q3	$1.68M	Sell	72,611 -1,455	-2%	-$31.8K	0.57%	32
2024 Q2	$1.48M	Buy	74,066 +2,459	+3%	+$48K	0.54%	35
2024 Q1	$1.45M	Buy	71,607 +677	+1%	+$13.6K	0.54%	34
2023 Q4	$1.47M	Buy	70,930 +7,659	+12%	+$142K	0.57%	32
2023 Q3	$1.12M	Sell	63,271 -5,761	-8%	-$111K	0.47%	35
2023 Q2	$1.35M	Buy	69,032 +1,449	+2%	+$27.8K	0.55%	33
2023 Q1	$1.32M	Buy	67,583 +2,674	+4%	+$53.6K	0.58%	33
2022 Q4	$1.25M	Buy	64,909 +16,741	+35%	+$322K	0.59%	33
2022 Q3	$900K	Sell	48,168 -2,514	-5%	-$54.4K	0.46%	38
2022 Q2	$1.07M	Buy	50,682 +6,172	+14%	+$142K	0.51%	33
2022 Q1	$1.11M	Buy	44,510 +686	+2%	+$16.6K	0.48%	32
2021 Q4	$1.16M	Buy	43,824 +3,742	+9%	+$92.2K	0.48%	30
2021 Q3	$915K	Buy	40,082 +3,566	+10%	+$85K	0.41%	33
2021 Q2	$836K	Buy	36,516 +2,330	+7%	+$51.8K	0.37%	36
2021 Q1	$702K	Buy	34,186 +2,474	+8%	+$48.4K	0.34%	37
2020 Q4	$602K	Buy	31,712 +260	+0.8%	+$4.81K	0.3%	40
2020 Q3	$556K	Buy	31,452 +2,818	+10%	+$50.7K	0.31%	38
2020 Q2	$504K	Buy	28,634 +2	+0%	+$35	0.3%	38
2020 Q1	$469K	Buy	28,632 +1,798	+7%	+$38.4K	0.32%	37
2019 Q4	$613K	Buy	26,834 +3,036	+13%	+$70.7K	0.36%	34
2019 Q3	$563K	Buy	23,798 +400	+2%	+$9.17K	0.34%	34
2019 Q2	$535K	Sell	23,398 -246	-1%	-$5.49K	0.33%	34
2019 Q1	$525K	Buy	23,644 +450	+2%	+$9.55K	0.33%	33
2018 Q4	$447K	Buy	23,194 +4,324	+23%	+$88.3K	0.31%	34
2018 Q3	$394K	Buy	18,870 +230	+1%	+$4.86K	0.25%	33
2018 Q2	$389K	Buy	18,640 +1,634	+10%	+$32.3K	0.25%	32
2018 Q1	$325K	Buy	17,006 +4,524	+36%	+$87.2K	0.21%	34
2017 Q4	$260K	Buy	12,482 +1,996	+19%	+$41.5K	0.17%	36
2017 Q3	$216K	Buy	+10,486	New	+$216K	0.15%	39

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

FC Advisory's SCHH Position: Q2 2026 in Review

FC Advisory reduced its Schwab US REIT ETF (SCHH) stake by 3.8% in Q2 2026, selling an estimated $90.3K and leaving 97,213 shares worth $2.3M. The position accounts for 0.61% of the portfolio, ranked #33.

FC Advisory first reported a position in SCHH in Q3 2017 and has held it in 36 quarters since. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

FC Advisory held 97,213 shares of Schwab US REIT ETF worth $2.3M as of Q2 2026.
FC Advisory sold 3,875 Schwab US REIT ETF shares in Q2 2026, an estimated $90.3K.
Schwab US REIT ETF made up 0.61% of FC Advisory's portfolio in Q2 2026, its #33 holding.
FC Advisory first reported a position in Schwab US REIT ETF in Q3 2017 and has held it in 36 quarters since.
588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.