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

HHM 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 		$1.66M Sell
69,932
-2,350
-3% -$54.8K 0.17% 55
2026
Q1 		$1.55M Sell
72,282
-8,345
-10% -$183K 0.18% 55
2025
Q4 		$1.68M Sell
80,627
-4,505
-5% -$95.5K 0.2% 51
2025
Q3 		$1.84M Sell
85,132
-640
-0.7% -$13.7K 0.21% 44
2025
Q2 		$1.81M Sell
85,772
-3,315
-4% -$69.5K 0.22% 44
2025
Q1 		$1.92M Sell
89,087
-1,681
-2% -$35.9K 0.26% 41
2024
Q4 		$1.91M Buy
90,768
+3,091
+4% +$69.1K 0.26% 39
2024
Q3 		$2.03M Buy
87,677
+1,143
+1% +$25K 0.29% 33
2024
Q2 		$1.73M Sell
86,534
-4,640
-5% -$90.5K 0.26% 37
2024
Q1 		$1.85M Sell
91,174
-1,471
-2% -$29.5K 0.3% 30
2023
Q4 		$1.92M Buy
92,645
+2,944
+3% +$54.7K 0.33% 27
2023
Q3 		$1.59M Sell
89,701
-1,969
-2% -$37.9K 0.31% 28
2023
Q2 		$1.79M Sell
91,670
-937
-1% -$18K 0.34% 27
2023
Q1 		$1.81M Buy
92,607
+8
+0% +$160 0.37% 26
2022
Q4 		$1.79M Buy
92,599
+46,846
+102% +$902K 0.41% 24
2022
Q3 		$855K Buy
45,753
+86
+0.2% +$1.86K 0.22% 35
2022
Q2 		$963K Buy
45,667
+210
+0.5% +$4.83K 0.25% 34
2022
Q1 		$1.13M Buy
45,457
+2,859
+7% +$69K 0.26% 35
2021
Q4 		$1.12M Buy
42,598
+470
+1% +$11.6K 0.27% 34
2021
Q3 		$962K Hold
42,128
– – 0.26% 34
2021
Q2 		$965K Sell
42,128
-670
-2% -$14.9K 0.26% 35
2021
Q1 		$879K Buy
42,798
+1,700
+4% +$33.3K 0.27% 30
2020
Q4 		$780K Sell
41,098
-2,000
-5% -$37K 0.27% 32
2020
Q3 		$762K Buy
43,098
+580
+1% +$10.4K 0.3% 31
2020
Q2 		$749K Sell
42,518
-1,860
-4% -$32.3K 0.31% 29
2020
Q1 		$726K Sell
44,378
-1,690
-4% -$36.1K 0.35% 29
2019
Q4 		$1.06M Buy
46,068
+3,250
+8% +$75.7K 0.51% 23
2019
Q3 		$1.01M Sell
42,818
-5,220
-11% -$120K 0.57% 20
2019
Q2 		$1.07M Sell
48,038
-250
-0.5% -$5.58K 0.63% 19
2019
Q1 		$1.07M Sell
48,288
-6,194
-11% -$131K 0.69% 18
2018
Q4 		$1.05M Buy
+54,482
New +$1.11M 0.77% 18

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

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

HHM Wealth Advisors reduced its Schwab US REIT ETF (SCHH) stake by 3.3% in Q2 2026, selling an estimated $54.8K and leaving 69,932 shares worth $1.66M. The position accounts for 0.17% of the portfolio, ranked #55.

HHM Wealth Advisors first reported a position in SCHH in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.03M in Q3 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • HHM Wealth Advisors held 69,932 shares of Schwab US REIT ETF worth $1.66M as of Q2 2026.
  • HHM Wealth Advisors sold 2,350 Schwab US REIT ETF shares in Q2 2026, an estimated $54.8K.
  • Schwab US REIT ETF made up 0.17% of HHM Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • HHM Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2018 and has held it in 31 quarters since.
  • HHM Wealth Advisors's Schwab US REIT ETF position peaked at $2.03M in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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