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Glassy Mountain Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Glassy Mountain 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 		$2.88M Buy
121,698
+259
+0.2% +$6.04K 0.79% 42
2026
Q1 		$2.61M Buy
121,439
+7,165
+6% +$157K 0.81% 43
2025
Q4 		$2.39M Buy
114,274
+904
+0.8% +$19.2K 0.72% 43
2025
Q3 		$2.45M Sell
113,370
-13,749
-11% -$293K 0.74% 43
2025
Q2 		$2.69M Buy
127,119
+850
+0.7% +$17.8K 0.87% 41
2025
Q1 		$2.72M Buy
126,269
+8,857
+8% +$189K 0.96% 38
2024
Q4 		$2.47M Buy
117,412
+13,122
+13% +$293K 0.85% 38
2024
Q3 		$2.42M Buy
104,290
+4,489
+4% +$98.2K 0.85% 37
2024
Q2 		$1.99M Buy
99,801
+709
+0.7% +$13.8K 0.74% 38
2024
Q1 		$2.01M Buy
99,092
+4,310
+5% +$86.4K 0.76% 37
2023
Q4 		$1.96M Buy
94,782
+15,682
+20% +$291K 0.81% 38
2023
Q3 		$1.38M Buy
+79,100
New +$1.52M 0.66% 39
2023
Q1 		– Sell
-1,006
Closed -$19.4K – 181
2022
Q4 		$19.4K Buy
+1,006
New +$19.4K 0.01% 162

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

Glassy Mountain Advisors's SCHH Position: Q2 2026 in Review

Glassy Mountain Advisors increased its Schwab US REIT ETF (SCHH) stake by 0.21% in Q2 2026, buying an estimated $6.04K and bringing the position to 121,698 shares worth $2.88M. The position accounts for 0.79% of the portfolio, ranked #42.

Glassy Mountain Advisors first reported a position in SCHH in Q4 2022 and has held it in 13 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Glassy Mountain Advisors held 121,698 shares of Schwab US REIT ETF worth $2.88M as of Q2 2026.
  • Glassy Mountain Advisors bought 259 Schwab US REIT ETF shares in Q2 2026, an estimated $6.04K.
  • Schwab US REIT ETF made up 0.79% of Glassy Mountain Advisors's portfolio in Q2 2026, its #42 holding.
  • Glassy Mountain Advisors first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 13 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.