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Fonville Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Fonville Wealth Management’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 		$467K Buy
19,717
+29
+0.1% +$676 0.08% 98
2026
Q1 		$423K Buy
19,688
+686
+4% +$15K 0.08% 94
2025
Q4 		$397K Sell
19,002
-121
-0.6% -$2.57K 0.08% 96
2025
Q3 		$412K Sell
19,123
-6
-0% -$128 0.09% 96
2025
Q2 		$405K Buy
19,129
+12
+0.1% +$251 0.1% 89
2025
Q1 		$398K Sell
19,117
-652
-3% -$13.9K 0.12% 83
2024
Q4 		$416K Sell
19,769
-708
-3% -$15.8K 0.14% 75
2024
Q3 		$474K Buy
20,477
+232
+1% +$5.08K 0.16% 67
2024
Q2 		$408K Sell
20,245
-363
-2% -$7.08K 0.16% 70
2024
Q1 		$418K Buy
20,608
+1,911
+10% +$38.3K 0.19% 69
2023
Q4 		$387K Buy
+18,697
New +$347K 0.21% 65

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

Fonville Wealth Management's SCHH Position: Q2 2026 in Review

Fonville Wealth Management increased its Schwab US REIT ETF (SCHH) stake by 0.15% in Q2 2026, buying an estimated $676 and bringing the position to 19,717 shares worth $467K. The position accounts for 0.08% of the portfolio, ranked #98.

Fonville Wealth Management first reported a position in SCHH in Q4 2023 and has held it in 11 quarters since. The position peaked at $474K in Q3 2024. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Fonville Wealth Management held 19,717 shares of Schwab US REIT ETF worth $467K as of Q2 2026.
  • Fonville Wealth Management bought 29 Schwab US REIT ETF shares in Q2 2026, an estimated $676.
  • Schwab US REIT ETF made up 0.08% of Fonville Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Fonville Wealth Management first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • Fonville Wealth Management's Schwab US REIT ETF position peaked at $474K in Q3 2024.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.