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Financial Management Professionals’s Schwab US REIT ETF SCHH Stock Holding History

Financial Management Professionals’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 		$379 Hold
16
– – ﹤0.01% 979
2026
Q1 		$344 Hold
16
– – ﹤0.01% 907
2025
Q4 		$334 Hold
16
– – ﹤0.01% 909
2025
Q3 		$345 Sell
16
-244
-94% -$5.2K ﹤0.01% 891
2025
Q2 		$5.5K Hold
260
– – ﹤0.01% 617
2025
Q1 		$5.59K Buy
260
+244
+1,525% +$5.21K ﹤0.01% 618
2024
Q4 		$337 Hold
16
– – ﹤0.01% 925
2024
Q3 		$0 Hold
16
– – ﹤0.01% 1025
2024
Q2 		$0 Hold
16
– – ﹤0.01% 999
2024
Q1 		$0 Hold
16
– – ﹤0.01% 1063
2023
Q4 		$0 Hold
16
– – ﹤0.01% 1036
2023
Q3 		$0 Hold
16
– – ﹤0.01% 1034
2023
Q2 		$0 Hold
16
– – ﹤0.01% 1082
2023
Q1 		$0 Sell
16
-378
-96% -$7.57K ﹤0.01% 1125
2022
Q4 		$8K Buy
394
+376
+2,089% +$7.24K ﹤0.01% 551
2022
Q3 		$0 Hold
18
– – ﹤0.01% 1082
2022
Q2 		$0 Hold
18
– – ﹤0.01% 1102
2022
Q1 		$0 Hold
18
– – ﹤0.01% 1137
2021
Q4 		$0 Hold
18
– – ﹤0.01% 1070
2021
Q3 		$0 Sell
18
-232
-93% -$5.53K ﹤0.01% 1023
2021
Q2 		$6K Buy
250
+232
+1,289% +$5.16K ﹤0.01% 495
2021
Q1 		$0 Hold
18
– – ﹤0.01% 708
2020
Q4 		$0 Hold
18
– – ﹤0.01% 674
2020
Q3 		$0 Hold
18
– – ﹤0.01% 636
2020
Q2 		$0 Sell
18
-22
-55% -$382 ﹤0.01% 622
2020
Q1 		$1K Hold
40
– – ﹤0.01% 287
2019
Q4 		$1K Hold
40
– – ﹤0.01% 316
2019
Q3 		$1K Hold
40
– – ﹤0.01% 286
2019
Q2 		$1K Hold
40
– – ﹤0.01% 306
2019
Q1 		$1K Sell
40
-171,864
-100% -$3.65M ﹤0.01% 271
2018
Q4 		$3.31M Buy
171,904
+2,110
+1% +$43.1K 2.06% 10
2018
Q3 		$3.54M Buy
169,794
+169,754
+424,385% +$3.59M 1.38% 16
2018
Q2 		$1K Buy
+40
New +$791 ﹤0.01% 271
2015
Q2 		– Sell
-177,580
Closed -$3.42M – 286
2015
Q1 		$3.6M Sell
177,580
-5,870
-3% -$120K 1.69% 13
2014
Q4 		$3.57M Sell
183,450
-390
-0.2% -$7.31K 1.97% 14
2014
Q3 		$3.13M Buy
+183,840
New +$3.28M 2.14% 14

Other funds holding SCHH

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Financial Management Professionals's SCHH Position: Q2 2026 in Review

Financial Management Professionals held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 16 shares worth $379. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Financial Management Professionals first reported a position in SCHH in Q3 2014 and has held it in 36 quarters since. The position peaked at $3.6M in Q1 2015. 118 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Financial Management Professionals held 16 shares of Schwab US REIT ETF worth $379 as of Q2 2026.
  • Financial Management Professionals left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #979 holding.
  • Financial Management Professionals first reported a position in Schwab US REIT ETF in Q3 2014 and has held it in 36 quarters since.
  • Financial Management Professionals's Schwab US REIT ETF position peaked at $3.6M in Q1 2015.
  • 118 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.