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Graney & King’s Schwab US REIT ETF SCHH Stock Holding History

Graney & King’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 		$330 Hold
14
– – ﹤0.01% 364
2026
Q1 		$297 Hold
14
– – ﹤0.01% 353
2025
Q4 		$288 Hold
14
– – ﹤0.01% 340
2025
Q3 		$294 Hold
14
– – ﹤0.01% 335
2025
Q2 		$286 Buy
14
+1
+8% +$21 ﹤0.01% 331
2025
Q1 		$288 Hold
13
– – ﹤0.01% 329
2024
Q4 		$281 Buy
+13
New +$291 ﹤0.01% 301

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

Graney & King's SCHH Position: Q2 2026 in Review

Graney & King held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 14 shares worth $330. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Graney & King first reported a position in SCHH in Q4 2024 and has held it in 7 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Graney & King held 14 shares of Schwab US REIT ETF worth $330 as of Q2 2026.
  • Graney & King left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Graney & King's portfolio in Q2 2026, its #364 holding.
  • Graney & King first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.