Foster Group
SCHH icon

Foster Group’s Schwab US REIT ETF SCHH Stock Holding History

Foster Group’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
Q3 		$910K Buy
41,300
+310
+0.8% +$7.36K 0.02% 124
2026
Q2 		$971K Buy
40,990
+281
+0.7% +$6.55K 0.03% 123
2026
Q1 		$875K Buy
40,709
+5,388
+15% +$118K 0.03% 120
2025
Q4 		$738K Buy
35,321
+3,842
+12% +$81.5K 0.02% 131
2025
Q3 		$679K Buy
31,479
+221
+0.7% +$4.71K 0.02% 134
2025
Q2 		$661K Buy
31,258
+4,459
+17% +$93.4K 0.02% 125
2025
Q1 		$576K Buy
26,799
+118
+0.4% +$2.52K 0.02% 120
2024
Q4 		$562K Sell
26,681
-311
-1% -$6.95K 0.02% 115
2024
Q3 		$625K Sell
26,992
-863
-3% -$18.9K 0.02% 117
2024
Q2 		$556K Buy
27,855
+1,246
+5% +$24.3K 0.02% 117
2024
Q1 		$540K Buy
26,609
+2,907
+12% +$58.3K 0.03% 116
2023
Q4 		$421K Hold
23,702
– – 0.03% 116
2023
Q3 		$421K Buy
23,702
+370
+2% +$7.12K 0.03% 116
2023
Q2 		$456K Buy
23,332
+2,794
+14% +$53.6K 0.03% 112
2023
Q1 		$400K Buy
20,538
+3,288
+19% +$65.9K 0.03% 115
2022
Q4 		$333K Sell
17,250
-130
-0.7% -$2.5K 0.02% 117
2022
Q3 		$325K Buy
17,380
+391
+2% +$8.46K 0.03% 110
2022
Q2 		$358K Buy
16,989
+2,925
+21% +$67.3K 0.03% 108
2022
Q1 		$350K Buy
14,064
+1,744
+14% +$42.1K 0.03% 105
2021
Q4 		$325K Sell
12,320
-154
-1% -$3.8K 0.03% 110
2021
Q3 		$285K Sell
12,474
-78
-0.6% -$1.86K 0.03% 113
2021
Q2 		$287K Buy
12,552
+50
+0.4% +$1.11K 0.03% 112
2021
Q1 		$257K Buy
+12,502
New +$245K 0.04% 112

Other funds holding SCHH

Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $197M AUM 7.58% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Foster Group's SCHH Position: Q3 2026 in Review

Foster Group increased its Schwab US REIT ETF (SCHH) stake by 0.76% in Q3 2026, buying an estimated $7.36K and bringing the position to 41,300 shares worth $910K. The position accounts for 0.02% of the portfolio, ranked #124.

Foster Group first reported a position in SCHH in Q1 2021 and has held it in 23 quarters since. The position peaked at $971K in Q2 2026. 107 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • Foster Group held 41,300 shares of Schwab US REIT ETF worth $910K as of Q3 2026.
  • Foster Group bought 310 Schwab US REIT ETF shares in Q3 2026, an estimated $7.36K.
  • Schwab US REIT ETF made up 0.02% of Foster Group's portfolio in Q3 2026, its #124 holding.
  • Foster Group first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 23 quarters since.
  • Foster Group's Schwab US REIT ETF position peaked at $971K in Q2 2026.
  • 107 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.