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Financial Consulate’s Schwab US REIT ETF SCHH Stock Holding History

Financial Consulate’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 		$17.6K Hold
742
– – ﹤0.01% 547
2026
Q1 		$15.9K Sell
742
-293
-28% -$6.42K ﹤0.01% 532
2025
Q4 		$21.6K Buy
1,035
+293
+39% +$6.21K ﹤0.01% 458
2025
Q3 		$16K Buy
+742
New +$15.8K ﹤0.01% 490
2019
Q1 		– Sell
-76,288
Closed -$1.47M – 114
2018
Q4 		$1.47M Sell
76,288
-1,866
-2% -$38.1K 0.88% 31
2018
Q3 		$1.63M Buy
78,154
+704
+0.9% +$14.9K 0.93% 29
2018
Q2 		$1.62M Buy
77,450
+1,828
+2% +$36.2K 0.82% 31
2018
Q1 		$1.45M Buy
75,622
+9,794
+15% +$189K 0.77% 33
2017
Q4 		$1.37M Buy
65,828
+1,214
+2% +$25.2K 0.7% 36
2017
Q3 		$1.33M Buy
64,614
+1,226
+2% +$25.3K 0.72% 37
2017
Q2 		$1.31M Buy
63,388
+2
+0% +$41 0.77% 35
2017
Q1 		$1.29M Buy
+63,386
New +$1.3M 0.82% 32
2015
Q4 		– Sell
-26,146
Closed -$486K – 71
2015
Q3 		$486K Sell
26,146
-69,786
-73% -$1.31M 0.42% 35
2015
Q2 		$1.74M Buy
95,932
+910
+1% +$17.5K 1.29% 21
2015
Q1 		$1.93M Sell
95,022
-8,722
-8% -$178K 1.63% 21
2014
Q4 		$2.02M Buy
+103,744
New +$1.94M 1.33% 21

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

Financial Consulate's SCHH Position: Q2 2026 in Review

Financial Consulate held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 742 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Financial Consulate first reported a position in SCHH in Q4 2014 and has held it in 16 quarters since. The position peaked at $2.02M in Q4 2014. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Financial Consulate held 742 shares of Schwab US REIT ETF worth $17.6K as of Q2 2026.
  • Financial Consulate left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #547 holding.
  • Financial Consulate first reported a position in Schwab US REIT ETF in Q4 2014 and has held it in 16 quarters since.
  • Financial Consulate's Schwab US REIT ETF position peaked at $2.02M in Q4 2014.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.