Koss-Olinger Consulting’s Schwab US REIT ETF SCHH Stock Holding History

Koss-Olinger Consulting’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	$2.53M	Buy	106,854 +746	+0.7%	+$17.4K	0.19%	32
2026 Q1	$2.28M	Buy	106,108 +568	+0.5%	+$12.5K	0.19%	49
2025 Q4	$2.21M	Hold	105,540	–	–	0.17%	47
2025 Q3	$2.23M	Hold	105,540	–	–	0.18%	64
2025 Q2	$2.23M	Sell	105,540 -211	-0.2%	-$4.42K	0.18%	64
2025 Q1	$2.27M	Buy	105,751 +2	+0%	+$43	0.19%	59
2024 Q4	$2.23M	Buy	105,749 +7	+0%	+$156	0.2%	60
2024 Q3	$2.45M	Hold	105,742	–	–	0.21%	60
2024 Q2	$2.11M	Buy	+105,742	New	+$2.06M	0.2%	67
2024 Q1	–	Sell	-105,685	Closed	-$2.19M	–	254
2023 Q4	$2.19M	Hold	105,685	–	–	0.21%	50
2023 Q3	$1.88M	Buy	+105,685	New	+$2.03M	0.28%	47

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Koss-Olinger Consulting's SCHH Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Schwab US REIT ETF (SCHH) stake by 0.7% in Q2 2026, buying an estimated $17.4K and bringing the position to 106,854 shares worth $2.53M. The position accounts for 0.19% of the portfolio, ranked #32.

Koss-Olinger Consulting first reported a position in SCHH in Q3 2023 and has held it in 11 quarters since. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Koss-Olinger Consulting held 106,854 shares of Schwab US REIT ETF worth $2.53M as of Q2 2026.
Koss-Olinger Consulting bought 746 Schwab US REIT ETF shares in Q2 2026, an estimated $17.4K.
Schwab US REIT ETF made up 0.19% of Koss-Olinger Consulting's portfolio in Q2 2026, its #32 holding.
Koss-Olinger Consulting first reported a position in Schwab US REIT ETF in Q3 2023 and has held it in 11 quarters since.
590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.