GoalVest Advisory’s Schwab US REIT ETF SCHH Stock Holding History

GoalVest Advisory’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 Q3	$1.78K	Buy	+81	New	+$1.92K	﹤0.01%	660
2023 Q2	–	Sell	-135	Closed	-$2.63K	–	403
2023 Q1	$2.63K	Buy	+135	New	+$2.7K	﹤0.01%	219

Other funds holding SCHH

FFP

Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GoalVest Advisory's SCHH Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Schwab US REIT ETF (SCHH) in Q3 2026: 81 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #660 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in SCHH as recently as Q1 2023.

GoalVest Advisory first reported a position in SCHH in Q1 2023 and has held it in 2 quarters since. The position peaked at $2.63K in Q1 2023. 7 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

GoalVest Advisory held 81 shares of Schwab US REIT ETF worth $1.78K as of Q3 2026.
Schwab US REIT ETF was a new GoalVest Advisory position in Q3 2026.
Schwab US REIT ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #660 holding.
GoalVest Advisory first reported a position in Schwab US REIT ETF in Q1 2023 and has held it in 2 quarters since.
GoalVest Advisory's Schwab US REIT ETF position peaked at $2.63K in Q1 2023.
7 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.