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Grey Fox Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Grey Fox Wealth 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 		$584K Buy
24,656
+503
+2% +$11.7K 0.09% 96
2026
Q1 		$519K Sell
24,153
-1,704
-7% -$37.4K 0.1% 87
2025
Q4 		$540K Buy
25,857
+1,523
+6% +$32.3K 0.11% 81
2025
Q3 		$525K Sell
24,334
-131
-0.5% -$2.79K 0.11% 86
2025
Q2 		$518K Sell
24,465
-1,572
-6% -$32.9K 0.12% 79
2025
Q1 		$560K Sell
26,037
-515
-2% -$11K 0.15% 77
2024
Q4 		$559K Buy
26,552
+75
+0.3% +$1.68K 0.15% 81
2024
Q3 		$613K Sell
26,477
-332
-1% -$7.26K 0.17% 75
2024
Q2 		$540K Sell
26,809
-590
-2% -$11.5K 0.19% 69
2024
Q1 		$556K Sell
27,399
-817
-3% -$16.4K 0.21% 64
2023
Q4 		$584K Sell
28,216
-5,824
-17% -$108K 0.25% 58
2023
Q3 		$604K Sell
34,040
-924
-3% -$17.8K 0.3% 55
2023
Q2 		$683K Buy
34,964
+395
+1% +$7.57K 0.35% 50
2023
Q1 		$674K Buy
34,569
+23,457
+211% +$470K 0.4% 44
2022
Q4 		$214K Buy
+11,112
New +$214K 0.14% 86

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

Grey Fox Wealth Advisors's SCHH Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Schwab US REIT ETF (SCHH) stake by 2.1% in Q2 2026, buying an estimated $11.7K and bringing the position to 24,656 shares worth $584K. The position accounts for 0.09% of the portfolio, ranked #96.

Grey Fox Wealth Advisors first reported a position in SCHH in Q4 2022 and has held it in 15 quarters since. The position peaked at $683K in Q2 2023. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Grey Fox Wealth Advisors held 24,656 shares of Schwab US REIT ETF worth $584K as of Q2 2026.
  • Grey Fox Wealth Advisors bought 503 Schwab US REIT ETF shares in Q2 2026, an estimated $11.7K.
  • Schwab US REIT ETF made up 0.09% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Grey Fox Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • Grey Fox Wealth Advisors's Schwab US REIT ETF position peaked at $683K in Q2 2023.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.