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 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 $49.2B AUM 14.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $820M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Hillcrest Wealth Advisors's SCHH Position: Q1 2026 in Review

Hillcrest Wealth Advisors reduced its Schwab US REIT ETF (SCHH) stake by 11% in Q1 2026, selling an estimated $139K and leaving 52,700 shares worth $1.13M. 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 10 quarters since. The position peaked at $1.23M in Q4 2025. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

Hillcrest Wealth Advisors held 52,700 shares of Schwab US REIT ETF worth $1.13M as of Q1 2026.
Hillcrest Wealth Advisors sold 6,350 Schwab US REIT ETF shares in Q1 2026, an estimated $139K.
Schwab US REIT ETF made up 0.46% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #27 holding.
Hillcrest Wealth Advisors first reported a position in Schwab US REIT ETF in Q2 2022 and has held it in 10 quarters since.
Hillcrest Wealth Advisors's Schwab US REIT ETF position peaked at $1.23M in Q4 2025.
565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.