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IVC Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

IVC Wealth 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 		$487K Buy
20,560
+199
+1% +$4.64K 0.19% 97
2026
Q1 		$438K Sell
20,361
-1,893
-9% -$41.5K 0.19% 96
2025
Q4 		$465K Buy
22,254
+234
+1% +$4.96K 0.2% 91
2025
Q3 		$475K Buy
22,020
+2,349
+12% +$50.1K 0.21% 90
2025
Q2 		$416K Buy
19,671
+859
+5% +$18K 0.2% 95
2025
Q1 		$405K Buy
18,812
+138
+0.7% +$2.95K 0.22% 92
2024
Q4 		$393K Buy
18,674
+5,244
+39% +$117K 0.22% 90
2024
Q3 		$311K Sell
13,430
-1,642
-11% -$35.9K 0.17% 117
2024
Q2 		$301K Sell
15,072
-2,121
-12% -$41.4K 0.17% 121
2024
Q1 		$349K Buy
17,193
+3,747
+28% +$75.1K 0.2% 108
2023
Q4 		$278K Buy
13,446
+760
+6% +$14.1K 0.17% 115
2023
Q3 		$225K Buy
12,686
+112
+0.9% +$2.15K 0.15% 129
2023
Q2 		$246K Buy
+12,574
New +$241K 0.16% 126
2023
Q1 		– Sell
-12,527
Closed -$242K – 153
2022
Q4 		$242K Buy
+12,527
New +$241K 0.18% 125
2022
Q3 		– Sell
-12,104
Closed -$255K – 144
2022
Q2 		$255K Buy
12,104
+2,047
+20% +$47.1K 0.2% 115
2022
Q1 		$250K Buy
+10,057
New +$243K 0.16% 127

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

IVC Wealth Advisors's SCHH Position: Q2 2026 in Review

IVC Wealth Advisors increased its Schwab US REIT ETF (SCHH) stake by 0.98% in Q2 2026, buying an estimated $4.64K and bringing the position to 20,560 shares worth $487K. The position accounts for 0.19% of the portfolio, ranked #97.

IVC Wealth Advisors first reported a position in SCHH in Q1 2022 and has held it in 16 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • IVC Wealth Advisors held 20,560 shares of Schwab US REIT ETF worth $487K as of Q2 2026.
  • IVC Wealth Advisors bought 199 Schwab US REIT ETF shares in Q2 2026, an estimated $4.64K.
  • Schwab US REIT ETF made up 0.19% of IVC Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • IVC Wealth Advisors first reported a position in Schwab US REIT ETF in Q1 2022 and has held it in 16 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.