Kingsview Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $808K | Buy |
34,142
+1,946
| +6% | +$45.4K | 0.01% | 810 |
|
|
2026
Q1 | $692K | Buy |
32,196
+696
| +2% | +$15.3K | 0.01% | 793 |
|
|
2025
Q4 | $658K | Sell |
31,500
-1,781
| -5% | -$37.8K | 0.01% | 761 |
|
|
2025
Q3 | $718K | Sell |
33,281
-779
| -2% | -$16.6K | 0.01% | 700 |
|
|
2025
Q2 | $721K | Buy |
34,060
+1,331
| +4% | +$27.9K | 0.01% | 663 |
|
|
2025
Q1 | $704K | Sell |
32,729
-159,457
| -83% | -$3.41M | 0.01% | 627 |
|
|
2024
Q4 | $4.05M | Buy |
192,186
+160,138
| +500% | +$3.58M | 0.08% | 238 |
|
|
2024
Q3 | $743K | Buy |
32,048
+1,202
| +4% | +$26.3K | 0.02% | 605 |
|
|
2024
Q2 | $616K | Sell |
30,846
-296
| -1% | -$5.77K | 0.01% | 625 |
|
|
2024
Q1 | $632K | Sell |
31,142
-766
| -2% | -$15.4K | 0.02% | 613 |
|
|
2023
Q4 | $661K | Buy |
31,908
+800
| +3% | +$14.9K | 0.02% | 578 |
|
|
2023
Q3 | $552K | Sell |
31,108
-66
| -0.2% | -$1.27K | 0.02% | 594 |
|
|
2023
Q2 | $609K | Sell |
31,174
-1,616
| -5% | -$31K | 0.02% | 543 |
|
|
2023
Q1 | $639K | Buy |
32,790
+1,280
| +4% | +$25.6K | 0.03% | 511 |
|
|
2022
Q4 | $608K | Sell |
31,510
-168
| -0.5% | -$3.23K | 0.03% | 461 |
|
|
2022
Q3 | $592K | Sell |
31,678
-809
| -2% | -$17.5K | 0.03% | 459 |
|
|
2022
Q2 | $685K | Buy |
32,487
+3,120
| +11% | +$71.8K | 0.03% | 464 |
|
|
2022
Q1 | $731K | Buy |
29,367
+357
| +1% | +$8.62K | 0.03% | 483 |
|
|
2021
Q4 | $764K | Buy |
29,010
+1,590
| +6% | +$39.2K | 0.03% | 473 |
|
|
2021
Q3 | $626K | Buy |
27,420
+1,468
| +6% | +$35K | 0.03% | 493 |
|
|
2021
Q2 | $597K | Buy |
25,952
+3,542
| +16% | +$78.7K | 0.03% | 513 |
|
|
2021
Q1 | $469K | Buy |
22,410
+2,514
| +13% | +$49.2K | 0.03% | 520 |
|
|
2020
Q4 | $378K | Buy |
19,896
+3,382
| +20% | +$62.6K | 0.03% | 509 |
|
|
2020
Q3 | $292K | Buy |
16,514
+792
| +5% | +$14.3K | 0.03% | 482 |
|
|
2020
Q2 | $277K | Buy |
15,722
+680
| +5% | +$11.8K | 0.03% | 459 |
|
|
2020
Q1 | $246K | Buy |
15,042
+954
| +7% | +$20.4K | 0.03% | 396 |
|
|
2019
Q4 | $324K | Buy |
14,088
+1,154
| +9% | +$26.9K | 0.04% | 355 |
|
|
2019
Q3 | $305K | Buy |
12,934
+1,110
| +9% | +$25.5K | 0.05% | 328 |
|
|
2019
Q2 | $263K | Sell |
11,824
-3,780
| -24% | -$84.4K | 0.04% | 350 |
|
|
2019
Q1 | $347K | Buy |
15,604
+3,474
| +29% | +$73.7K | 0.05% | 326 |
|
|
2018
Q4 | $234K | Buy |
12,130
+1,720
| +17% | +$35.1K | 0.05% | 320 |
|
|
2018
Q3 | $217K | Buy |
+10,410
| New | +$220K | 0.04% | 330 |
|
|
2018
Q1 | – | Sell |
-10,936
| Closed | -$228K | – | 415 |
|
|
2017
Q4 | $228K | Buy |
+10,936
| New | +$227K | 0.08% | 282 |
|
Other funds holding SCHH
DI
BEI
Kingsview Wealth Management's SCHH Position: Q2 2026 in Review
Kingsview Wealth Management increased its Schwab US REIT ETF (SCHH) stake by 6% in Q2 2026, buying an estimated $45.4K and bringing the position to 34,142 shares worth $808K. The position accounts for 0.01% of the portfolio, ranked #810.
Kingsview Wealth Management first reported a position in SCHH in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.05M in Q4 2024. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.
- Kingsview Wealth Management held 34,142 shares of Schwab US REIT ETF worth $808K as of Q2 2026.
- Kingsview Wealth Management bought 1,946 Schwab US REIT ETF shares in Q2 2026, an estimated $45.4K.
- Schwab US REIT ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #810 holding.
- Kingsview Wealth Management first reported a position in Schwab US REIT ETF in Q4 2017 and has held it in 33 quarters since.
- Kingsview Wealth Management's Schwab US REIT ETF position peaked at $4.05M in Q4 2024.
- 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.
Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.