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Integrated Wealth Concepts’s Schwab US REIT ETF SCHH Stock Holding History

Integrated Wealth Concepts’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 		$748K Buy
31,605
+3,314
+12% +$77.3K ﹤0.01% 1405
2026
Q1 		$608K Buy
28,291
+18,495
+189% +$405K ﹤0.01% 1427
2025
Q4 		$205K Sell
9,796
-16,128
-62% -$342K ﹤0.01% 1516
2025
Q3 		$559K Sell
25,924
-594
-2% -$12.7K 0.01% 1281
2025
Q2 		$561K Buy
26,518
+3,751
+16% +$78.6K 0.01% 1209
2025
Q1 		$490K Buy
22,767
+3,222
+16% +$68.9K 0.01% 1149
2024
Q4 		$412K Buy
19,545
+2,281
+13% +$51K ﹤0.01% 1217
2024
Q3 		$400K Sell
17,264
-963
-5% -$21.1K ﹤0.01% 1184
2024
Q2 		$364K Sell
18,227
-666
-4% -$13K 0.01% 1203
2024
Q1 		$384K Sell
18,893
-394
-2% -$7.9K 0.01% 1177
2023
Q4 		$399K Sell
19,287
-674
-3% -$12.5K 0.01% 1100
2023
Q3 		$354K Sell
19,961
-11,599
-37% -$223K 0.01% 1148
2023
Q2 		$616K Buy
31,560
+8,374
+36% +$161K 0.01% 893
2023
Q1 		$452K Buy
+23,186
New +$464K 0.01% 889

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 Wealth Concepts's SCHH Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Schwab US REIT ETF (SCHH) stake by 12% in Q2 2026, buying an estimated $77.3K and bringing the position to 31,605 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Integrated Wealth Concepts first reported a position in SCHH in Q1 2023 and has held it in 14 quarters since. 596 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Integrated Wealth Concepts held 31,605 shares of Schwab US REIT ETF worth $748K as of Q2 2026.
  • Integrated Wealth Concepts bought 3,314 Schwab US REIT ETF shares in Q2 2026, an estimated $77.3K.
  • Schwab US REIT ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1405 holding.
  • Integrated Wealth Concepts first reported a position in Schwab US REIT ETF in Q1 2023 and has held it in 14 quarters since.
  • 596 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.