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Interactive Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Interactive Financial Advisors’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 		$551K Buy
24,780
+1,574
+7% +$36.7K 0.34% 46
2026
Q1 		$499K Sell
23,206
-961
-4% -$21.1K 0.33% 45
2025
Q4 		$505K Sell
24,167
-4,705
-16% -$99.8K 0.33% 47
2025
Q3 		$623K Sell
28,872
-2,358
-8% -$50.3K 0.34% 45
2025
Q2 		$661K Buy
31,230
+632
+2% +$13.2K 0.32% 48
2025
Q1 		$658K Sell
30,598
-1,340
-4% -$28.6K 0.35% 47
2024
Q4 		$673K Sell
31,938
-1,860
-6% -$41.6K 0.35% 46
2024
Q3 		$783K Buy
33,798
+280
+0.8% +$6.13K 0.4% 45
2024
Q2 		$669K Sell
33,518
-435
-1% -$8.48K 0.37% 46
2024
Q1 		$689K Buy
33,953
+29,897
+737% +$599K 0.38% 45
2023
Q4 		$205K Sell
4,056
-24,980
-86% -$464K 0.11% 82
2023
Q3 		$515K Sell
29,036
-87,265
-75% -$1.68M 0.35% 46
2023
Q2 		$2.27M Sell
116,301
-6,292
-5% -$121K 1.54% 23
2023
Q1 		$2.39M Sell
122,593
-7,959
-6% -$159K 1.53% 19
2022
Q4 		$2.52M Buy
130,552
+19,806
+18% +$381K 1.51% 20
2022
Q3 		$2.07M Sell
110,746
-52,055
-32% -$1.13M 1.2% 20
2022
Q2 		$3.51M Buy
162,801
+72,211
+80% +$1.66M 1.77% 16
2022
Q1 		$2.26M Sell
90,590
-98,972
-52% -$2.39M 1.06% 25
2021
Q4 		$4.99M Sell
189,562
-5,808
-3% -$143K 1.91% 16
2021
Q3 		$4.46M Buy
195,370
+430
+0.2% +$10.3K 1.95% 16
2021
Q2 		$4.46M Sell
194,940
-21,480
-10% -$478K 1.82% 20
2021
Q1 		$4.45M Buy
216,420
+63,744
+42% +$1.25M 1.86% 20
2020
Q4 		$2.9M Buy
152,676
+8,858
+6% +$164K 1.32% 22
2020
Q3 		$2.54M Buy
143,818
+24,694
+21% +$444K 1.26% 19
2020
Q2 		$2.1M Buy
119,124
+119,036
+135,268% +$2.07M 1.03% 23
2020
Q1 		$1K Sell
88
-183,534
-100% -$3.92M ﹤0.01% 107
2019
Q4 		$4.22M Buy
183,622
+25,034
+16% +$583K 1.9% 17
2019
Q3 		$3.74M Buy
158,588
+33,298
+27% +$764K 1.72% 18
2019
Q2 		$2.78M Buy
125,290
+23,550
+23% +$526K 1.28% 18
2019
Q1 		$2.26M Sell
101,740
-20,846
-17% -$442K 1.09% 22
2018
Q4 		$2.36M Sell
122,586
-28,872
-19% -$589K 1.22% 21
2018
Q3 		$3.16M Sell
151,458
-2,260
-1% -$47.8K 1.5% 20
2018
Q2 		$3.21M Sell
153,718
-4,612
-3% -$91.2K 1.52% 20
2018
Q1 		$3.03M Sell
158,330
-46,598
-23% -$898K 1.45% 20
2017
Q4 		$4.26M Buy
204,928
+22,336
+12% +$464K 1.88% 17
2017
Q3 		$3.75M Buy
182,592
+588
+0.3% +$12.1K 1.71% 16
2017
Q2 		$3.75M Buy
182,004
+22,212
+14% +$457K 1.77% 19
2017
Q1 		$3.26M Buy
159,792
+18,834
+13% +$386K 1.59% 19
2016
Q4 		$2.89M Sell
140,958
-63,996
-31% -$1.28M 1.46% 19
2016
Q3 		$4.37M Buy
204,954
+61,700
+43% +$1.35M 2.19% 16
2016
Q2 		$3.11M Buy
143,254
+2,254
+2% +$46.5K 1.64% 17
2016
Q1 		$2.92M Sell
141,000
-2,322
-2% -$44.7K 1.79% 17
2015
Q4 		$2.84M Buy
143,322
+5,718
+4% +$112K 1.65% 19
2015
Q3 		$2.56M Sell
137,604
-1,326
-1% -$24.9K 1.45% 16
2015
Q2 		$2.52M Sell
138,930
-8,742
-6% -$168K 1.36% 20
2015
Q1 		$2.99M Buy
147,672
+18,588
+14% +$379K 1.61% 16
2014
Q4 		$2.51M Sell
129,084
-3,142
-2% -$58.9K 1.38% 14
2014
Q3 		$2.25M Buy
132,226
+18,244
+16% +$325K 1.28% 17
2014
Q2 		$2.02M Sell
113,982
-13,264
-10% -$230K 1.14% 18
2014
Q1 		$2.11M Buy
127,246
+21,700
+21% +$348K 1.22% 15
2013
Q4 		$1.6M Sell
105,546
-10,012
-9% -$156K 0.94% 16
2013
Q3 		$1.78M Buy
+115,558
New +$1.83M 1.09% 16

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

Interactive Financial Advisors's SCHH Position: Q2 2026 in Review

Interactive Financial Advisors increased its Schwab US REIT ETF (SCHH) stake by 6.8% in Q2 2026, buying an estimated $36.7K and bringing the position to 24,780 shares worth $551K. The position accounts for 0.34% of the portfolio, ranked #46.

Interactive Financial Advisors first reported a position in SCHH in Q3 2013 and has held it in 52 quarters since. The position peaked at $4.99M in Q4 2021. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Interactive Financial Advisors held 24,780 shares of Schwab US REIT ETF worth $551K as of Q2 2026.
  • Interactive Financial Advisors bought 1,574 Schwab US REIT ETF shares in Q2 2026, an estimated $36.7K.
  • Schwab US REIT ETF made up 0.34% of Interactive Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • Interactive Financial Advisors first reported a position in Schwab US REIT ETF in Q3 2013 and has held it in 52 quarters since.
  • Interactive Financial Advisors's Schwab US REIT ETF position peaked at $4.99M in Q4 2021.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.