IMA Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History

IMA Advisory Services’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	$225K	Buy	9,505 +9,389	+8,094%	+$219K	0.01%	308
2026 Q1	$2.49K	Hold	116	–	–	﹤0.01%	595
2025 Q4	$2.42K	Hold	116	–	–	﹤0.01%	618
2025 Q3	$2.5K	Hold	116	–	–	﹤0.01%	340
2025 Q2	$2.45K	Buy	+116	New	+$2.43K	﹤0.01%	332
2017 Q1	–	Sell	-96,686	Closed	-$1.98M	–	143
2016 Q4	$1.98M	Sell	96,686 -10,772	-10%	-$216K	1.22%	32
2016 Q3	$2.29M	Sell	107,458 -2,618	-2%	-$57.4K	1.31%	32
2016 Q2	$2.39M	Buy	+110,076	New	+$2.27M	1.5%	25

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

IMA Advisory Services's SCHH Position: Q2 2026 in Review

IMA Advisory Services increased its Schwab US REIT ETF (SCHH) stake by 8,094% in Q2 2026, buying an estimated $219K and bringing the position to 9,505 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #308.

IMA Advisory Services first reported a position in SCHH in Q2 2016 and has held it in 8 quarters since. The position peaked at $2.39M in Q2 2016. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

IMA Advisory Services held 9,505 shares of Schwab US REIT ETF worth $225K as of Q2 2026.
IMA Advisory Services bought 9,389 Schwab US REIT ETF shares in Q2 2026, an estimated $219K.
Schwab US REIT ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #308 holding.
IMA Advisory Services first reported a position in Schwab US REIT ETF in Q2 2016 and has held it in 8 quarters since.
IMA Advisory Services's Schwab US REIT ETF position peaked at $2.39M in Q2 2016.
594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.