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Godsey & Gibb Inc’s Schwab US REIT ETF SCHH Stock Holding History

Godsey & Gibb Inc’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 		$10.4K Buy
+441
New +$10.3K ﹤0.01% 270
2023
Q1 		– Sell
-8,033
Closed -$155K – 392
2022
Q4 		$155K Buy
+8,033
New +$155K 0.03% 77

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 22.9% 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

Godsey & Gibb Inc's SCHH Position: Q2 2026 in Review

Godsey & Gibb Inc opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 441 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Godsey & Gibb Inc previously reported a position in SCHH as recently as Q4 2022.

Godsey & Gibb Inc first reported a position in SCHH in Q4 2022 and has held it in 2 quarters since. The position peaked at $155K in Q4 2022. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Godsey & Gibb Inc held 441 shares of Schwab US REIT ETF worth $10.4K as of Q2 2026.
  • Schwab US REIT ETF was a new Godsey & Gibb Inc position in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q2 2026, its #270 holding.
  • Godsey & Gibb Inc first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 2 quarters since.
  • Godsey & Gibb Inc's Schwab US REIT ETF position peaked at $155K in Q4 2022.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.