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Integrated Advisors Network’s Schwab US REIT ETF SCHH Stock Holding History

Integrated Advisors Network’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 		– Sell
-9,586
Closed -$206K – 744
2026
Q1 		$206K Sell
9,586
-2,199
-19% -$48.2K 0.01% 661
2025
Q4 		$246K Sell
11,785
-5,444
-32% -$115K 0.01% 644
2025
Q3 		$372K Sell
17,229
-535
-3% -$11.4K 0.02% 578
2025
Q2 		$376K Buy
17,764
+7,771
+78% +$163K 0.02% 561
2025
Q1 		$215K Sell
9,993
-296
-3% -$6.33K 0.01% 674
2024
Q4 		$217K Buy
10,289
+88
+0.9% +$1.97K 0.01% 653
2024
Q3 		$236K Sell
10,201
-157
-2% -$3.44K 0.01% 655
2024
Q2 		$207K Sell
10,358
-254
-2% -$4.95K 0.01% 655
2024
Q1 		$215K Sell
10,612
-342
-3% -$6.86K 0.01% 669
2023
Q4 		$227K Buy
10,954
+34
+0.3% +$632 0.01% 614
2023
Q3 		$194K Sell
10,920
-358
-3% -$6.89K 0.01% 628
2023
Q2 		$220K Sell
11,278
-202
-2% -$3.87K 0.01% 612
2023
Q1 		$224K Buy
11,480
+617
+6% +$12.4K 0.01% 604
2022
Q4 		$210K Sell
10,863
-268
-2% -$5.16K 0.01% 583
2022
Q3 		$208K Buy
11,131
+57
+0.5% +$1.23K 0.01% 593
2022
Q2 		$234K Buy
11,074
+340
+3% +$7.82K 0.02% 585
2022
Q1 		$267K Buy
10,734
+46
+0.4% +$1.11K 0.02% 568
2021
Q4 		$282K Sell
10,688
-328
-3% -$8.08K 0.02% 540
2021
Q3 		$252K Sell
11,016
-562
-5% -$13.4K 0.02% 544
2021
Q2 		$265K Sell
11,578
-398
-3% -$8.85K 0.02% 506
2021
Q1 		$246K Buy
11,976
+124
+1% +$2.42K 0.02% 479
2020
Q4 		$225K Sell
11,852
-770
-6% -$14.2K 0.02% 451
2020
Q3 		$223K Sell
12,622
-16
-0.1% -$288 0.03% 400
2020
Q2 		$223K Sell
12,638
-150
-1% -$2.6K 0.03% 401
2020
Q1 		$209K Buy
12,788
+1,922
+18% +$41K 0.04% 344
2019
Q4 		$250K Buy
+10,866
New +$253K 0.03% 359

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

Integrated Advisors Network's SCHH Position: Q2 2026 in Review

Integrated Advisors Network sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 9,586 shares — an estimated $206K sold.

Integrated Advisors Network first reported a position in SCHH in Q4 2019 and held it in 26 quarters. The position peaked at $376K in Q2 2025. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Integrated Advisors Network reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Integrated Advisors Network sold 9,586 Schwab US REIT ETF shares in Q2 2026, an estimated $206K.
  • Integrated Advisors Network first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 26 quarters.
  • Integrated Advisors Network's Schwab US REIT ETF position peaked at $376K in Q2 2025.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.