ISWM
SCHH icon

Independent Solutions Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Independent Solutions Wealth Management’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 		$1.89M Sell
79,748
-270
-0.3% -$6.29K 0.25% 103
2026
Q1 		$1.72M Sell
80,018
-3,050
-4% -$66.9K 0.25% 101
2025
Q4 		$1.74M Buy
83,068
+1,379
+2% +$29.2K 0.32% 92
2025
Q3 		$1.76M Buy
81,689
+501
+0.6% +$10.7K 0.31% 93
2025
Q2 		$1.72M Buy
81,188
+5,013
+7% +$105K 0.34% 88
2025
Q1 		$1.64M Buy
76,175
+3,916
+5% +$83.7K 0.37% 85
2024
Q4 		$1.52M Sell
72,259
-9,799
-12% -$219K 0.33% 92
2024
Q3 		$1.9M Buy
82,058
+727
+0.9% +$15.9K 0.43% 70
2024
Q2 		$1.62M Sell
81,331
-3,694
-4% -$72K 0.37% 81
2024
Q1 		$1.73M Buy
85,025
+1,622
+2% +$32.5K 0.41% 72
2023
Q4 		$1.73M Buy
83,403
+3,613
+5% +$67.1K 0.44% 68
2023
Q3 		$1.42M Buy
79,790
+16,816
+27% +$324K 0.37% 66
2023
Q2 		$1.23M Buy
62,974
+3,827
+6% +$73.4K 0.31% 73
2023
Q1 		$1.15M Buy
59,147
+4,400
+8% +$88.1K 0.34% 71
2022
Q4 		$1.06M Buy
54,747
+31,884
+139% +$614K 0.32% 79
2022
Q3 		$427K Buy
22,863
+1,638
+8% +$35.4K 0.14% 129
2022
Q2 		$448K Buy
+21,225
New +$488K 0.14% 122
2020
Q1 		– Sell
-8,724
Closed -$200K – 148
2019
Q4 		$200K Buy
+8,724
New +$203K 0.09% 155

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

Independent Solutions Wealth Management's SCHH Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 0.34% in Q2 2026, selling an estimated $6.29K and leaving 79,748 shares worth $1.89M. The position accounts for 0.25% of the portfolio, ranked #103.

Independent Solutions Wealth Management first reported a position in SCHH in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.9M in Q3 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Independent Solutions Wealth Management held 79,748 shares of Schwab US REIT ETF worth $1.89M as of Q2 2026.
  • Independent Solutions Wealth Management sold 270 Schwab US REIT ETF shares in Q2 2026, an estimated $6.29K.
  • Schwab US REIT ETF made up 0.25% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Independent Solutions Wealth Management first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 18 quarters since.
  • Independent Solutions Wealth Management's Schwab US REIT ETF position peaked at $1.9M in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.