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Kozak & Associates’s Schwab US REIT ETF SCHH Stock Holding History

Kozak & Associates’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 		– Sell
-72
Closed -$1.63K – 460
2026
Q1 		$1.63K Buy
+72
New +$1.58K ﹤0.01% 375
2025
Q3 		– Sell
-10
Closed -$211 – 489
2025
Q2 		$211 Hold
10
– – ﹤0.01% 392
2025
Q1 		$203 Buy
+10
New +$214 ﹤0.01% 408
2024
Q2 		– Sell
-344
Closed -$6.89K – 404
2024
Q1 		$6.89K Buy
+344
New +$6.9K ﹤0.01% 256
2022
Q3 		– Sell
-420
Closed -$9.09K – 370
2022
Q2 		$9K Buy
420
+208
+98% +$4.79K 0.01% 242
2022
Q1 		$10K Sell
212
-212
-50% -$5.12K 0.01% 258
2021
Q4 		$10K Hold
424
– – 0.01% 258
2021
Q3 		$11K Buy
+424
New +$10.1K 0.01% 237

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

Kozak & Associates's SCHH Position: Q2 2026 in Review

Kozak & Associates sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 72 shares — an estimated $1.63K sold.

Kozak & Associates first reported a position in SCHH in Q3 2021 and held it in 8 quarters. The position peaked at $11K in Q3 2021. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Kozak & Associates reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Kozak & Associates sold 72 Schwab US REIT ETF shares in Q2 2026, an estimated $1.63K.
  • Kozak & Associates first reported a position in Schwab US REIT ETF in Q3 2021 and held it in 8 quarters.
  • Kozak & Associates's Schwab US REIT ETF position peaked at $11K in Q3 2021.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.