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

GSB 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 		$43.5K Buy
1,837
+17
+0.9% +$396 0.01% 237
2026
Q1 		$39.1K Sell
1,820
-148
-8% -$3.25K 0.01% 228
2025
Q4 		$41.1K Buy
1,968
+122
+7% +$2.59K 0.01% 221
2025
Q3 		$39.8K Sell
1,846
-10,258
-85% -$219K 0.01% 226
2025
Q2 		$341K Buy
12,104
+10,139
+516% +$212K 0.08% 177
2025
Q1 		$42.3K Buy
+1,965
New +$42K 0.01% 214
2024
Q4 		– Sell
-1,823
Closed -$42.2K – 232
2024
Q3 		$42.2K Buy
+1,823
New +$39.9K 0.01% 220
2023
Q3 		– Sell
-1,215
Closed -$23.7K – 205
2023
Q2 		$23.7K Sell
1,215
-7,567
-86% -$145K 0.01% 208
2023
Q1 		$169K Buy
+8,782
New +$176K 0.06% 203

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

GSB Wealth Management's SCHH Position: Q2 2026 in Review

GSB Wealth Management increased its Schwab US REIT ETF (SCHH) stake by 0.93% in Q2 2026, buying an estimated $396 and bringing the position to 1,837 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #237.

GSB Wealth Management first reported a position in SCHH in Q1 2023 and has held it in 9 quarters since. The position peaked at $341K in Q2 2025. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • GSB Wealth Management held 1,837 shares of Schwab US REIT ETF worth $43.5K as of Q2 2026.
  • GSB Wealth Management bought 17 Schwab US REIT ETF shares in Q2 2026, an estimated $396.
  • Schwab US REIT ETF made up 0.01% of GSB Wealth Management's portfolio in Q2 2026, its #237 holding.
  • GSB Wealth Management first reported a position in Schwab US REIT ETF in Q1 2023 and has held it in 9 quarters since.
  • GSB Wealth Management's Schwab US REIT ETF position peaked at $341K in Q2 2025.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.