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Kestra Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History

Kestra Advisory Services’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 		$354K Buy
14,952
+4,628
+45% +$108K ﹤0.01% 2615
2026
Q1 		$222K Buy
10,324
+3,808
+58% +$83.5K ﹤0.01% 2870
2025
Q4 		$136K Buy
+6,516
New +$138K ﹤0.01% 3199
2025
Q3 		– Sell
-21,172
Closed -$448K – 3012
2025
Q2 		$448K Buy
21,172
+12,274
+138% +$257K ﹤0.01% 2048
2025
Q1 		$191K Buy
+8,898
New +$190K ﹤0.01% 2487
2024
Q4 		– Sell
-8,890
Closed -$206K – 2804
2024
Q3 		$206K Sell
8,890
-13,286
-60% -$291K ﹤0.01% 2353
2024
Q2 		$189K Buy
22,176
+12,204
+122% +$238K ﹤0.01% 2422
2024
Q1 		$202K Sell
9,972
-366
-4% -$7.34K ﹤0.01% 2272
2023
Q4 		$214K Buy
+10,338
New +$192K ﹤0.01% 2071
2023
Q3 		– Sell
-12,302
Closed -$240K – 2219
2023
Q2 		$240K Sell
12,302
-6,631
-35% -$127K ﹤0.01% 1793
2023
Q1 		$369K Buy
18,933
+6,237
+49% +$125K ﹤0.01% 1449
2022
Q4 		$245K Sell
12,696
-966
-7% -$18.6K ﹤0.01% 1882
2022
Q3 		$255K Buy
+13,662
New +$296K ﹤0.01% 1703
2022
Q2 		– Sell
-12,492
Closed -$311K – 2232
2022
Q1 		$311K Sell
12,492
-1,466
-11% -$35.4K ﹤0.01% 1574
2021
Q4 		$368K Sell
13,958
-14,008
-50% -$345K ﹤0.01% 1486
2021
Q3 		$639K Buy
27,966
+17,910
+178% +$427K 0.01% 1255
2021
Q2 		$230K Sell
10,056
-3,306
-25% -$73.5K ﹤0.01% 1762
2021
Q1 		$275K Sell
13,362
-48,958
-79% -$958K ﹤0.01% 1513
2020
Q4 		$1.17M Buy
62,320
+62,050
+22,981% +$1.15M 0.01% 795
2020
Q3 		$305K Buy
+270
New +$4.86K 0.01% 1104

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

Kestra Advisory Services's SCHH Position: Q2 2026 in Review

Kestra Advisory Services increased its Schwab US REIT ETF (SCHH) stake by 45% in Q2 2026, buying an estimated $108K and bringing the position to 14,952 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

Kestra Advisory Services first reported a position in SCHH in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.17M in Q4 2020. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Kestra Advisory Services held 14,952 shares of Schwab US REIT ETF worth $354K as of Q2 2026.
  • Kestra Advisory Services bought 4,628 Schwab US REIT ETF shares in Q2 2026, an estimated $108K.
  • Schwab US REIT ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2615 holding.
  • Kestra Advisory Services first reported a position in Schwab US REIT ETF in Q3 2020 and has held it in 20 quarters since.
  • Kestra Advisory Services's Schwab US REIT ETF position peaked at $1.17M in Q4 2020.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.