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Integrity Financial’s Schwab US REIT ETF SCHH Stock Holding History

Integrity Financial’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
Q1 		$3.91K Hold
182
– – ﹤0.01% 266
2025
Q4 		$3.8K Hold
182
– – ﹤0.01% 257
2025
Q3 		$3.93K Buy
+182
New +$3.88K ﹤0.01% 258

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Integrity Financial's SCHH Position: Q1 2026 in Review

Integrity Financial held its Schwab US REIT ETF (SCHH) position steady in Q1 2026 at 182 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Integrity Financial first reported a position in SCHH in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.93K in Q3 2025. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Integrity Financial held 182 shares of Schwab US REIT ETF worth $3.91K as of Q1 2026.
  • Integrity Financial left its Schwab US REIT ETF share count unchanged in Q1 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Integrity Financial's portfolio in Q1 2026, its #266 holding.
  • Integrity Financial first reported a position in Schwab US REIT ETF in Q3 2025 and has held it in 3 quarters since.
  • Integrity Financial's Schwab US REIT ETF position peaked at $3.93K in Q3 2025.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.