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

Hillcrest 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	$1.29M	Buy	54,600 +1,900	+4%	+$44.3K	0.46%	27
2026 Q1	$1.13M	Sell	52,700 -6,350	-11%	-$139K	0.46%	27
2025 Q4	$1.23M	Buy	+59,050	New	+$1.25M	0.53%	24
2025 Q3	–	Sell	-12,675	Closed	-$268K	–	54
2025 Q2	$268K	Buy	+12,675	New	+$266K	0.13%	45
2024 Q2	–	Sell	-13,125	Closed	-$266K	–	49
2024 Q1	$266K	Buy	+13,125	New	+$263K	0.14%	44
2023 Q4	–	Sell	-51,450	Closed	-$913K	–	47
2023 Q3	$913K	Buy	51,450 +34,825	+209%	+$670K	0.52%	29
2023 Q2	$325K	Sell	16,625 -8,150	-33%	-$156K	0.19%	38
2023 Q1	$483K	Sell	24,775 -21,050	-46%	-$422K	0.29%	33
2022 Q4	$884K	Buy	45,825 +19,900	+77%	+$383K	0.53%	29
2022 Q3	$485K	Buy	25,925 +11,225	+76%	+$243K	0.31%	34
2022 Q2	$310K	Buy	+14,700	New	+$338K	0.19%	39

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

Hillcrest Wealth Advisors increased its Schwab US REIT ETF (SCHH) stake by 3.6% in Q2 2026, buying an estimated $44.3K and bringing the position to 54,600 shares worth $1.29M. The position accounts for 0.46% of the portfolio, ranked #27.

Hillcrest Wealth Advisors first reported a position in SCHH in Q2 2022 and has held it in 11 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Hillcrest Wealth Advisors held 54,600 shares of Schwab US REIT ETF worth $1.29M as of Q2 2026.
Hillcrest Wealth Advisors bought 1,900 Schwab US REIT ETF shares in Q2 2026, an estimated $44.3K.
Schwab US REIT ETF made up 0.46% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Hillcrest Wealth Advisors first reported a position in Schwab US REIT ETF in Q2 2022 and has held it in 11 quarters since.
594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.