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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
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% -$3.79K 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

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

Foster Group's SCHH Position: Q2 2026 in Review

Foster Group increased its Schwab US REIT ETF (SCHH) stake by 0.69% in Q2 2026, buying an estimated $6.55K and bringing the position to 40,990 shares worth $971K. The position accounts for 0.03% of the portfolio, ranked #123.

Foster Group first reported a position in SCHH in Q1 2021 and has held it in 22 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Foster Group held 40,990 shares of Schwab US REIT ETF worth $971K as of Q2 2026.
  • Foster Group bought 281 Schwab US REIT ETF shares in Q2 2026, an estimated $6.55K.
  • Schwab US REIT ETF made up 0.03% of Foster Group's portfolio in Q2 2026, its #123 holding.
  • Foster Group first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 22 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.