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

IFG 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 		$1.23M Sell
52,010
-4,292
-8% -$100K 0.17% 61
2026
Q1 		$1.21M Sell
56,302
-791
-1% -$17.3K 0.2% 54
2025
Q4 		$1.19M Sell
57,093
-256
-0.4% -$5.43K 0.2% 54
2025
Q3 		$1.24M Sell
57,349
-2,682
-4% -$57.2K 0.2% 52
2025
Q2 		$1.27M Sell
60,031
-4,481
-7% -$93.9K 0.21% 51
2025
Q1 		$1.39M Sell
64,512
-1,767
-3% -$37.8K 0.27% 45
2024
Q4 		$1.4M Sell
66,279
-302
-0.5% -$6.75K 0.28% 45
2024
Q3 		$1.54M Sell
66,581
-1,428
-2% -$31.2K 0.33% 36
2024
Q2 		$1.36M Sell
68,009
-1,190
-2% -$23.2K 0.32% 38
2024
Q1 		$1.4M Sell
69,199
-293
-0.4% -$5.87K 0.36% 33
2023
Q4 		$1.44M Sell
69,492
-2,113
-3% -$39.3K 0.42% 31
2023
Q3 		$1.27M Sell
71,605
-1,695
-2% -$32.6K 0.45% 30
2023
Q2 		$1.43M Sell
73,300
-1,940
-3% -$37.2K 0.51% 28
2023
Q1 		$1.47M Sell
75,240
-2,590
-3% -$51.9K 0.58% 26
2022
Q4 		$1.5M Buy
77,830
+7,163
+10% +$138K 0.66% 23
2022
Q3 		$1.32M Buy
70,667
+195
+0.3% +$4.22K 0.67% 24
2022
Q2 		$1.49M Sell
70,472
-1,946
-3% -$44.8K 0.75% 24
2022
Q1 		$1.8M Sell
72,418
-2,090
-3% -$50.4K 0.8% 21
2021
Q4 		$1.96M Buy
74,508
+828
+1% +$20.4K 0.83% 18
2021
Q3 		$1.68M Buy
73,680
+5,724
+8% +$136K 0.77% 19
2021
Q2 		$1.56M Buy
67,956
+6,888
+11% +$153K 0.74% 17
2021
Q1 		$1.25M Buy
61,068
+6,222
+11% +$122K 0.69% 15
2020
Q4 		$1.04M Buy
54,846
+3,126
+6% +$57.8K 0.64% 16
2020
Q3 		$910K Buy
51,720
+9,878
+24% +$178K 0.64% 16
2020
Q2 		$737K Buy
41,842
+2,188
+6% +$38K 0.58% 20
2020
Q1 		$649K Buy
39,654
+1,218
+3% +$26K 0.64% 18
2019
Q4 		$883K Buy
38,436
+2,160
+6% +$50.3K 0.73% 19
2019
Q3 		$856K Buy
+36,276
New +$832K 0.8% 19

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

IFG Advisors's SCHH Position: Q2 2026 in Review

IFG Advisors reduced its Schwab US REIT ETF (SCHH) stake by 7.6% in Q2 2026, selling an estimated $100K and leaving 52,010 shares worth $1.23M. The position accounts for 0.17% of the portfolio, ranked #61.

IFG Advisors first reported a position in SCHH in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.96M in Q4 2021. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • IFG Advisors held 52,010 shares of Schwab US REIT ETF worth $1.23M as of Q2 2026.
  • IFG Advisors sold 4,292 Schwab US REIT ETF shares in Q2 2026, an estimated $100K.
  • Schwab US REIT ETF made up 0.17% of IFG Advisors's portfolio in Q2 2026, its #61 holding.
  • IFG Advisors first reported a position in Schwab US REIT ETF in Q3 2019 and has held it in 28 quarters since.
  • IFG Advisors's Schwab US REIT ETF position peaked at $1.96M in Q4 2021.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.