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Golden State Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Golden State Wealth Management’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 		$14.4K Hold
609
– – ﹤0.01% 1028
2026
Q1 		$13.1K Sell
609
-12
-2% -$263 ﹤0.01% 1026
2025
Q4 		$13K Hold
621
– – ﹤0.01% 1033
2025
Q3 		$13.4K Hold
621
– – ﹤0.01% 1022
2025
Q2 		$13.1K Hold
621
– – ﹤0.01% 1001
2025
Q1 		$13.4K Sell
621
-459
-43% -$9.81K ﹤0.01% 914
2024
Q4 		$22.7K Buy
+1,080
New +$24.1K ﹤0.01% 741
2020
Q3 		– Sell
-6,840
Closed -$324K – 479
2020
Q2 		$324K Buy
6,840
+6,368
+1,349% +$111K 0.08% 153
2020
Q1 		$8K Buy
+472
New +$10.1K ﹤0.01% 659
2019
Q4 		– Sell
-476
Closed -$11K – 753
2019
Q3 		$11K Buy
476
+466
+4,660% +$10.7K ﹤0.01% 733
2019
Q2 		$0 Buy
+10
New +$223 ﹤0.01% 1147

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

Golden State Wealth Management's SCHH Position: Q2 2026 in Review

Golden State Wealth Management held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 609 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Golden State Wealth Management first reported a position in SCHH in Q2 2019 and has held it in 11 quarters since. The position peaked at $324K in Q2 2020. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Golden State Wealth Management held 609 shares of Schwab US REIT ETF worth $14.4K as of Q2 2026.
  • Golden State Wealth Management left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1028 holding.
  • Golden State Wealth Management first reported a position in Schwab US REIT ETF in Q2 2019 and has held it in 11 quarters since.
  • Golden State Wealth Management's Schwab US REIT ETF position peaked at $324K in Q2 2020.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.