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 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

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

IFG Advisory's SCHH Position: Q2 2026 in Review

IFG Advisory opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 9,349 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #841 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SCHH as recently as Q4 2025.

IFG Advisory first reported a position in SCHH in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.34M in Q3 2022. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

IFG Advisory held 9,349 shares of Schwab US REIT ETF worth $221K as of Q2 2026.
Schwab US REIT ETF was a new IFG Advisory position in Q2 2026.
Schwab US REIT ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #841 holding.
IFG Advisory first reported a position in Schwab US REIT ETF in Q3 2022 and has held it in 6 quarters since.
IFG Advisory's Schwab US REIT ETF position peaked at $1.34M in Q3 2022.
594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.