FF
SCHH icon

Friedenthal Financial’s Schwab US REIT ETF SCHH Stock Holding History

Friedenthal Financial’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 		$574K Sell
24,257
-332
-1% -$7.74K 0.27% 89
2026
Q1 		$528K Buy
24,589
+574
+2% +$12.6K 0.26% 89
2025
Q4 		$502K Sell
24,015
-1,079
-4% -$22.9K 0.26% 89
2025
Q3 		$541K Sell
25,094
-22
-0.1% -$469 0.28% 86
2025
Q2 		$531K Sell
25,116
-268
-1% -$5.62K 0.29% 86
2025
Q1 		$546K Sell
25,384
-2,933
-10% -$62.7K 0.33% 84
2024
Q4 		$596K Sell
28,317
-1,514
-5% -$33.8K 0.35% 89
2024
Q3 		$691K Sell
29,831
-23
-0.1% -$503 0.4% 83
2024
Q2 		$596K Sell
29,854
-1,119
-4% -$21.8K 0.37% 85
2024
Q1 		$629K Sell
30,973
-2,725
-8% -$54.6K 0.39% 86
2023
Q4 		$698K Sell
33,698
-58
-0.2% -$1.08K 0.46% 78
2023
Q3 		$599K Buy
33,756
+620
+2% +$11.9K 0.41% 91
2023
Q2 		$647K Sell
33,136
-311
-0.9% -$5.96K 0.43% 90
2023
Q1 		$652K Buy
33,447
+4,268
+15% +$85.5K 0.46% 80
2022
Q4 		$563K Buy
29,179
+380
+1% +$7.31K 0.39% 90
2022
Q3 		$538K Buy
28,799
+34
+0.1% +$736 0.37% 50
2022
Q2 		$607K Sell
28,765
-455
-2% -$10.5K 0.4% 45
2022
Q1 		$727K Sell
29,220
-4,256
-13% -$103K 0.43% 39
2021
Q4 		$882K Buy
33,476
+504
+2% +$12.4K 0.55% 38
2021
Q3 		$753K Sell
32,972
-800
-2% -$19.1K 0.45% 36
2021
Q2 		$773K Buy
33,772
+5,180
+18% +$115K 0.46% 36
2021
Q1 		$587K Sell
28,592
-4,358
-13% -$85.2K 0.43% 37
2020
Q4 		$619K Sell
32,950
-18,732
-36% -$347K 0.46% 35
2020
Q3 		$914K Sell
51,682
-11,632
-18% -$209K 0.73% 32
2020
Q2 		$1.11M Sell
63,314
-12,510
-16% -$217K 0.96% 27
2020
Q1 		$1.24M Sell
75,824
-20,198
-21% -$431K 1.18% 28
2019
Q4 		$2.21M Sell
96,022
-1,390
-1% -$32.4K 1.68% 19
2019
Q3 		$2.3M Sell
97,412
-30
-0% -$688 1.8% 16
2019
Q2 		$2.17M Buy
97,442
+24,884
+34% +$555K 1.86% 16
2019
Q1 		$1.61M Buy
72,558
+3,138
+5% +$66.6K 1.38% 22
2018
Q4 		$1.34M Sell
69,420
-22,988
-25% -$469K 1.25% 19
2018
Q3 		$1.93M Buy
92,408
+23,364
+34% +$494K 1.59% 21
2018
Q2 		$1.44M Buy
69,044
+4,110
+6% +$81.3K 1.24% 24
2018
Q1 		$1.24M Buy
64,934
+6,024
+10% +$116K 1.06% 31
2017
Q4 		$1.23M Buy
58,910
+1,610
+3% +$33.5K 1.08% 30
2017
Q3 		$1.18M Buy
57,300
+3,244
+6% +$66.8K 1.06% 28
2017
Q2 		$1.11M Buy
54,056
+5,146
+11% +$106K 1.03% 22
2017
Q1 		$997K Buy
48,910
+1,648
+3% +$33.8K 0.92% 25
2016
Q4 		$970K Sell
47,262
-22,404
-32% -$450K 0.89% 25
2016
Q3 		$1.49M Buy
69,666
+41,900
+151% +$918K 1.3% 20
2016
Q2 		$603K Buy
27,766
+8,864
+47% +$183K 0.52% 27
2016
Q1 		$375K Hold
18,902
– – 0.34% 33
2015
Q4 		$375K Buy
18,902
+5,098
+37% +$99.6K 0.34% 33
2015
Q3 		$257K Sell
13,804
-2,974
-18% -$55.8K 0.23% 36
2015
Q2 		$305K Sell
16,778
-43,200
-72% -$833K 0.26% 42
2015
Q1 		$1.22M Sell
59,978
-26,170
-30% -$534K 1.03% 17
2014
Q4 		$1.68M Buy
86,148
+73,066
+559% +$1.37M 1.43% 15
2014
Q3 		$223K Buy
13,082
+620
+5% +$11K 0.19% 38
2014
Q2 		$220K Buy
12,462
+36
+0.3% +$623 0.18% 39
2014
Q1 		$206K Buy
+12,426
New +$199K 0.17% 33

Other funds holding SCHH

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Friedenthal Financial's SCHH Position: Q2 2026 in Review

Friedenthal Financial reduced its Schwab US REIT ETF (SCHH) stake by 1.4% in Q2 2026, selling an estimated $7.74K and leaving 24,257 shares worth $574K. The position accounts for 0.27% of the portfolio, ranked #89.

Friedenthal Financial first reported a position in SCHH in Q1 2014 and has held it in 50 quarters since. The position peaked at $2.3M in Q3 2019. 151 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Friedenthal Financial held 24,257 shares of Schwab US REIT ETF worth $574K as of Q2 2026.
  • Friedenthal Financial sold 332 Schwab US REIT ETF shares in Q2 2026, an estimated $7.74K.
  • Schwab US REIT ETF made up 0.27% of Friedenthal Financial's portfolio in Q2 2026, its #89 holding.
  • Friedenthal Financial first reported a position in Schwab US REIT ETF in Q1 2014 and has held it in 50 quarters since.
  • Friedenthal Financial's Schwab US REIT ETF position peaked at $2.3M in Q3 2019.
  • 151 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.