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

IFG Advisory’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 Q3	$245K	Buy	11,106 +1,757	+19%	+$41.7K	0.01%	818
2026 Q2	$221K	Buy	+9,349	New	+$218K	0.01%	841
2026 Q1	–	Sell	-10,892	Closed	-$228K	–	769
2025 Q4	$228K	Buy	10,892 +137	+1%	+$2.9K	0.01%	702
2025 Q3	$232K	Sell	10,755 -581	-5%	-$12.4K	0.01%	705
2025 Q2	$240K	Buy	11,336 +1,327	+13%	+$27.8K	0.01%	672
2025 Q1	$215K	Buy	+10,009	New	+$214K	0.01%	643
2022 Q4	–	Sell	-71,763	Closed	-$1.34M	–	532
2022 Q3	$1.34M	Buy	+71,763	New	+$1.55M	0.12%	171

Other funds holding SCHH

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Morningstar Investment Management Chicago, Illinois $1.69B AUM 12.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

IFG Advisory's SCHH Position: Q3 2026 in Review

IFG Advisory increased its Schwab US REIT ETF (SCHH) stake by 19% in Q3 2026, buying an estimated $41.7K and bringing the position to 11,106 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #818.

IFG Advisory first reported a position in SCHH in Q3 2022 and has held it in 7 quarters since. The position peaked at $1.34M in Q3 2022. 386 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

IFG Advisory held 11,106 shares of Schwab US REIT ETF worth $245K as of Q3 2026.
IFG Advisory bought 1,757 Schwab US REIT ETF shares in Q3 2026, an estimated $41.7K.
Schwab US REIT ETF made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #818 holding.
IFG Advisory first reported a position in Schwab US REIT ETF in Q3 2022 and has held it in 7 quarters since.
IFG Advisory's Schwab US REIT ETF position peaked at $1.34M in Q3 2022.
386 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.