IF Advisors’s Schwab US REIT ETF SCHH Stock Holding History

IF 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	$780K	Hold	32,945	–	–	0.51%	33
2026 Q1	$708K	Hold	32,945	–	–	0.5%	34
2025 Q4	$688K	Buy	+32,945	New	+$699K	0.56%	28

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

IF Advisors's SCHH Position: Q2 2026 in Review

IF Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 32,945 shares worth $780K. The position accounts for 0.51% of the portfolio, ranked #33.

IF Advisors first reported a position in SCHH in Q4 2025 and has held it in 3 quarters since. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

IF Advisors held 32,945 shares of Schwab US REIT ETF worth $780K as of Q2 2026.
IF Advisors left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up 0.51% of IF Advisors's portfolio in Q2 2026, its #33 holding.
IF Advisors first reported a position in Schwab US REIT ETF in Q4 2025 and has held it in 3 quarters since.
590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on IF Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.