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Guardian Financial Partners’s Schwab US REIT ETF SCHH Stock Holding History

Guardian Financial Partners’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 		$2.9M Buy
122,537
+220
+0.2% +$5.13K 1.13% 25
2026
Q1 		$2.63M Sell
122,317
-6,951
-5% -$152K 1.11% 23
2025
Q4 		$2.7M Buy
129,268
+2,046
+2% +$43.4K 1.14% 24
2025
Q3 		$2.74M Buy
127,222
+4,873
+4% +$104K 1.16% 22
2025
Q2 		$2.59M Buy
122,349
+16,196
+15% +$339K 1.16% 22
2025
Q1 		$2.28M Buy
106,153
+13,357
+14% +$285K 1.09% 24
2024
Q4 		$1.95M Buy
92,796
+14,347
+18% +$321K 1.16% 22
2024
Q3 		$1.82M Buy
78,449
+6,445
+9% +$141K 1.14% 23
2024
Q2 		$1.44M Buy
72,004
+6,636
+10% +$129K 0.95% 25
2024
Q1 		$1.33M Buy
65,368
+8,614
+15% +$173K 0.91% 25
2023
Q4 		$1.18M Buy
56,754
+16,515
+41% +$307K 0.96% 23
2023
Q3 		$714K Buy
+40,239
New +$774K 0.67% 26
2023
Q2 		– Sell
-28,589
Closed -$557K – 33
2023
Q1 		$557K Buy
28,589
+3,011
+12% +$60.3K 0.56% 26
2022
Q4 		$493K Buy
25,578
+1,347
+6% +$25.9K 0.52% 26
2022
Q3 		$453K Buy
24,231
+2,955
+14% +$63.9K 0.52% 23
2022
Q2 		$449K Buy
21,276
+3,618
+20% +$83.3K 0.5% 20
2022
Q1 		$450K Buy
17,658
+2,170
+14% +$52.4K 0.46% 24
2021
Q4 		$408K Buy
+15,488
New +$382K 0.39% 24

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

Guardian Financial Partners's SCHH Position: Q2 2026 in Review

Guardian Financial Partners increased its Schwab US REIT ETF (SCHH) stake by 0.18% in Q2 2026, buying an estimated $5.13K and bringing the position to 122,537 shares worth $2.9M. The position accounts for 1.13% of the portfolio, ranked #25.

Guardian Financial Partners first reported a position in SCHH in Q4 2021 and has held it in 18 quarters since. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Guardian Financial Partners held 122,537 shares of Schwab US REIT ETF worth $2.9M as of Q2 2026.
  • Guardian Financial Partners bought 220 Schwab US REIT ETF shares in Q2 2026, an estimated $5.13K.
  • Schwab US REIT ETF made up 1.13% of Guardian Financial Partners's portfolio in Q2 2026, its #25 holding.
  • Guardian Financial Partners first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 18 quarters since.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.