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Institute for Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Institute for 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 		$45K Buy
+1,900
New +$44.3K ﹤0.01% 898

Other funds holding SCHH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

Institute for Wealth Management's SCHH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 1,900 shares worth $45K. The stake represents ﹤0.01% of the portfolio and ranks #898 among its holdings.

410 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Institute for Wealth Management held 1,900 shares of Schwab US REIT ETF worth $45K as of Q2 2026.
  • Schwab US REIT ETF was a new Institute for Wealth Management position in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #898 holding.
  • 410 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.