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Frazier Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Frazier Financial Advisors’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 		$388 Hold
16
– – ﹤0.01% 590
2026
Q1 		$350 Sell
16
-132
-89% -$2.89K ﹤0.01% 758
2025
Q4 		$3.08K Buy
148
+18
+14% +$382 ﹤0.01% 519
2025
Q3 		$2.81K Hold
130
– – ﹤0.01% 502
2025
Q2 		$2.75K Hold
130
– – ﹤0.01% 507
2025
Q1 		$2.8K Hold
130
– – ﹤0.01% 484
2024
Q4 		$2.71K Hold
130
– – ﹤0.01% 497
2024
Q3 		$3.01K Hold
130
– – ﹤0.01% 636
2024
Q2 		$2.6K Hold
130
– – ﹤0.01% 759
2024
Q1 		$2.64K Hold
130
– – ﹤0.01% 721
2023
Q4 		$2.69K Buy
+130
New +$2.42K ﹤0.01% 638

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

Frazier Financial Advisors's SCHH Position: Q2 2026 in Review

Frazier Financial Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 16 shares worth $388. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Frazier Financial Advisors first reported a position in SCHH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.08K in Q4 2025. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Frazier Financial Advisors held 16 shares of Schwab US REIT ETF worth $388 as of Q2 2026.
  • Frazier Financial Advisors left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #590 holding.
  • Frazier Financial Advisors first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • Frazier Financial Advisors's Schwab US REIT ETF position peaked at $3.08K in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.