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Fiduciary Alliance’s Schwab US REIT ETF SCHH Stock Holding History

Fiduciary Alliance’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 		$4.74M Sell
200,307
-1,954
-1% -$45.6K 0.32% 85
2026
Q1 		$4.63M Buy
202,261
+8,770
+5% +$192K 0.28% 88
2025
Q4 		$4.04M Buy
193,491
+4,859
+3% +$103K 0.26% 88
2025
Q3 		$4.07M Buy
188,632
+6,855
+4% +$146K 0.27% 89
2025
Q2 		$3.85M Sell
181,777
-5,428
-3% -$114K 0.29% 84
2025
Q1 		$4.03M Sell
187,205
-1,200
-0.6% -$25.6K 0.4% 67
2024
Q4 		$3.97M Buy
188,405
+14,901
+9% +$333K 0.4% 66
2024
Q3 		$4.02M Buy
173,504
+13,482
+8% +$295K 0.53% 53
2024
Q2 		$3.18M Buy
160,022
+10,059
+7% +$196K 0.52% 56
2024
Q1 		$3M Buy
149,963
+8,456
+6% +$170K 0.53% 56
2023
Q4 		$2.93M Buy
+141,507
New +$2.63M 0.58% 50
2023
Q3 		– Sell
-297
Closed -$5.8K – 790
2023
Q2 		$5.8K Buy
+297
New +$5.7K ﹤0.01% 668
2023
Q1 		– Sell
-276
Closed -$5.32K – 725
2022
Q4 		$5.32K Buy
+276
New +$5.31K ﹤0.01% 518

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

Fiduciary Alliance's SCHH Position: Q2 2026 in Review

Fiduciary Alliance reduced its Schwab US REIT ETF (SCHH) stake by 0.97% in Q2 2026, selling an estimated $45.6K and leaving 200,307 shares worth $4.74M. The position accounts for 0.32% of the portfolio, ranked #85.

Fiduciary Alliance first reported a position in SCHH in Q4 2022 and has held it in 13 quarters since. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Fiduciary Alliance held 200,307 shares of Schwab US REIT ETF worth $4.74M as of Q2 2026.
  • Fiduciary Alliance sold 1,954 Schwab US REIT ETF shares in Q2 2026, an estimated $45.6K.
  • Schwab US REIT ETF made up 0.32% of Fiduciary Alliance's portfolio in Q2 2026, its #85 holding.
  • Fiduciary Alliance first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 13 quarters since.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.