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Founders Financial Securities’s Schwab US REIT ETF SCHH Stock Holding History

Founders Financial Securities’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 		$237K Sell
9,990
-588
-6% -$13.7K 0.01% 510
2026
Q1 		$239K Sell
10,578
-644
-6% -$14.1K 0.01% 489
2025
Q4 		$234K Buy
+11,222
New +$238K 0.01% 523
2024
Q4 		– Sell
-12,824
Closed -$297K – 460
2024
Q3 		$297K Buy
+12,824
New +$281K 0.03% 371
2024
Q1 		– Sell
-13,068
Closed -$271K – 413
2023
Q4 		$271K Buy
+13,068
New +$243K 0.03% 318

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

Founders Financial Securities's SCHH Position: Q2 2026 in Review

Founders Financial Securities reduced its Schwab US REIT ETF (SCHH) stake by 5.6% in Q2 2026, selling an estimated $13.7K and leaving 9,990 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #510.

Founders Financial Securities first reported a position in SCHH in Q4 2023 and has held it in 5 quarters since. The position peaked at $297K in Q3 2024. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Founders Financial Securities held 9,990 shares of Schwab US REIT ETF worth $237K as of Q2 2026.
  • Founders Financial Securities sold 588 Schwab US REIT ETF shares in Q2 2026, an estimated $13.7K.
  • Schwab US REIT ETF made up 0.01% of Founders Financial Securities's portfolio in Q2 2026, its #510 holding.
  • Founders Financial Securities first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 5 quarters since.
  • Founders Financial Securities's Schwab US REIT ETF position peaked at $297K in Q3 2024.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.