IA
SCHH icon

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

IFP 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 		$1.52M Buy
64,394
+11,780
+22% +$275K 0.03% 578
2026
Q1 		$1.13M Buy
52,614
+3,494
+7% +$76.6K 0.02% 640
2025
Q4 		$1.03M Buy
49,120
+8,321
+20% +$176K 0.02% 651
2025
Q3 		$880K Buy
40,799
+4,645
+13% +$99.1K 0.02% 654
2025
Q2 		$765K Buy
36,154
+5,313
+17% +$111K 0.02% 669
2025
Q1 		$663K Buy
30,841
+2,745
+10% +$58.7K 0.02% 682
2024
Q4 		$592K Buy
28,096
+5,090
+22% +$114K 0.02% 681
2024
Q3 		$533K Buy
23,006
+4,804
+26% +$105K 0.02% 681
2024
Q2 		$364K Buy
18,202
+6,399
+54% +$125K 0.01% 765
2024
Q1 		$240K Buy
11,803
+2,234
+23% +$44.8K 0.01% 912
2023
Q4 		$198K Buy
9,569
+447
+5% +$8.31K 0.01% 950
2023
Q3 		$162K Sell
9,122
-136
-1% -$2.62K 0.01% 1052
2023
Q2 		$181K Sell
9,258
-104
-1% -$1.99K 0.01% 1065
2023
Q1 		$380K Sell
9,362
-4,956
-35% -$99.3K 0.02% 696
2022
Q4 		$584K Sell
14,318
-6,056
-30% -$117K 0.02% 824
2022
Q3 		$831K Buy
20,374
+5,805
+40% +$126K 0.02% 708
2022
Q2 		$594K Hold
14,569
– – 0.02% 769
2022
Q1 		$594K Sell
14,569
-7,987
-35% -$193K 0.02% 769
2021
Q4 		$597K Buy
22,556
+13,554
+151% +$334K 0.01% 531
2021
Q3 		$206K Sell
9,002
-606
-6% -$14.4K ﹤0.01% 934
2021
Q2 		$218K Buy
9,608
+1,894
+25% +$42.1K ﹤0.01% 863
2021
Q1 		$158K Sell
7,714
-2,378
-24% -$46.5K ﹤0.01% 949
2020
Q4 		$191K Buy
10,092
+564
+6% +$10.4K 0.01% 825
2020
Q3 		$170K Buy
9,528
+44
+0.5% +$792 0.01% 769
2020
Q2 		$165K Sell
9,484
-896
-9% -$15.6K 0.01% 745
2020
Q1 		$168K Buy
10,380
+1,706
+20% +$36.4K 0.02% 632
2019
Q4 		$195K Sell
8,674
-428
-5% -$9.97K 0.01% 677
2019
Q3 		$211K Buy
+9,102
New +$209K 0.01% 750
2019
Q1 		– Sell
-23,330
Closed -$448K – 3247
2018
Q4 		$448K Sell
23,330
-56,398
-71% -$1.15M 0.03% 596
2018
Q3 		$1.66M Buy
79,728
+5,970
+8% +$126K 0.07% 301
2018
Q2 		$1.54M Sell
73,758
-6,406
-8% -$127K 0.06% 307
2018
Q1 		$1.67M Hold
80,164
– – 0.08% 274
2017
Q4 		$1.67M Buy
80,164
+5,342
+7% +$111K 0.08% 273
2017
Q3 		$1.54M Buy
74,822
+11,296
+18% +$233K 0.06% 326
2017
Q2 		$1.31M Buy
63,526
+12,220
+24% +$251K 0.06% 360
2017
Q1 		$1.05M Buy
51,306
+28,700
+127% +$588K 0.05% 415
2016
Q4 		$464K Buy
22,606
+412
+2% +$8.27K 0.02% 647
2016
Q3 		$473K Buy
22,194
+6,808
+44% +$149K 0.02% 586
2016
Q2 		$334K Buy
+15,386
New +$318K 0.02% 732
2016
Q1 		– Sell
-8,478
Closed -$168K – 3254
2015
Q4 		$168K Buy
+8,478
New +$166K 0.01% 914

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

IFP Advisors's SCHH Position: Q2 2026 in Review

IFP Advisors increased its Schwab US REIT ETF (SCHH) stake by 22% in Q2 2026, buying an estimated $275K and bringing the position to 64,394 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #578.

IFP Advisors first reported a position in SCHH in Q4 2015 and has held it in 40 quarters since. The position peaked at $1.67M in Q1 2018. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • IFP Advisors held 64,394 shares of Schwab US REIT ETF worth $1.52M as of Q2 2026.
  • IFP Advisors bought 11,780 Schwab US REIT ETF shares in Q2 2026, an estimated $275K.
  • Schwab US REIT ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #578 holding.
  • IFP Advisors first reported a position in Schwab US REIT ETF in Q4 2015 and has held it in 40 quarters since.
  • IFP Advisors's Schwab US REIT ETF position peaked at $1.67M in Q1 2018.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.