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

Heartwood 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 		$291K Buy
12,285
+1,775
+17% +$41.4K 0.02% 197
2026
Q1 		$226K Buy
+10,510
New +$230K 0.02% 213
2025
Q4 		– Sell
-7,983
Closed -$172K – 523
2025
Q3 		$172K Buy
+7,983
New +$170K 0.02% 210

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

Heartwood Wealth Advisors's SCHH Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Schwab US REIT ETF (SCHH) stake by 17% in Q2 2026, buying an estimated $41.4K and bringing the position to 12,285 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #197.

Heartwood Wealth Advisors first reported a position in SCHH in Q3 2025 and has held it in 3 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Heartwood Wealth Advisors held 12,285 shares of Schwab US REIT ETF worth $291K as of Q2 2026.
  • Heartwood Wealth Advisors bought 1,775 Schwab US REIT ETF shares in Q2 2026, an estimated $41.4K.
  • Schwab US REIT ETF made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • Heartwood Wealth Advisors first reported a position in Schwab US REIT ETF in Q3 2025 and has held it in 3 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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