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

Kingswood 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 		$2.03M Buy
85,528
+8,803
+11% +$205K 0.08% 257
2026
Q1 		$1.65M Buy
76,725
+6,957
+10% +$153K 0.08% 266
2025
Q4 		$1.46M Buy
69,768
+3,521
+5% +$74.7K 0.07% 278
2025
Q3 		$1.43M Buy
66,247
+6,729
+11% +$144K 0.09% 239
2025
Q2 		$1.26M Buy
59,518
+5,411
+10% +$113K 0.1% 218
2025
Q1 		$1.16M Buy
54,107
+1,707
+3% +$36.5K 0.11% 219
2024
Q4 		$1.1M Buy
52,400
+10,549
+25% +$236K 0.08% 248
2024
Q3 		$970K Buy
41,851
+16,824
+67% +$368K 0.07% 303
2024
Q2 		$500K Buy
+25,027
New +$488K 0.05% 389

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

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

Kingswood Wealth Advisors increased its Schwab US REIT ETF (SCHH) stake by 11% in Q2 2026, buying an estimated $205K and bringing the position to 85,528 shares worth $2.03M. The position accounts for 0.08% of the portfolio, ranked #257.

Kingswood Wealth Advisors first reported a position in SCHH in Q2 2024 and has held it in 9 quarters since. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Kingswood Wealth Advisors held 85,528 shares of Schwab US REIT ETF worth $2.03M as of Q2 2026.
  • Kingswood Wealth Advisors bought 8,803 Schwab US REIT ETF shares in Q2 2026, an estimated $205K.
  • Schwab US REIT ETF made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #257 holding.
  • Kingswood Wealth Advisors first reported a position in Schwab US REIT ETF in Q2 2024 and has held it in 9 quarters since.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.