Landmark Wealth Management (New York)’s Schwab US REIT ETF SCHH Stock Holding History

Landmark Wealth Management (New York)’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 Q1	$2.48M	Buy	115,596 +20,956	+22%	+$459K	0.67%	35
2025 Q4	$1.98M	Buy	94,640 +5,329	+6%	+$113K	0.76%	35
2025 Q3	$1.93M	Buy	89,311 +5,209	+6%	+$111K	0.76%	34
2025 Q2	$1.78M	Buy	84,102 +981	+1%	+$20.6K	0.76%	34
2025 Q1	$1.79M	Buy	83,121 +2,108	+3%	+$45.1K	0.79%	36
2024 Q4	$1.71M	Buy	81,013 +2,687	+3%	+$60.1K	0.76%	34
2024 Q3	$1.81M	Buy	+78,326	New	+$1.71M	0.79%	33
2024 Q2	–	Sell	-81,505	Closed	-$1.66M	–	63
2024 Q1	$1.66M	Buy	81,505 +1,245	+2%	+$25K	0.77%	35
2023 Q4	$1.66M	Buy	80,260 +4,105	+5%	+$76.3K	0.82%	33
2023 Q3	$1.35M	Buy	+76,155	New	+$1.47M	0.77%	32
2023 Q2	–	Sell	-70,417	Closed	-$1.37M	–	60
2023 Q1	$1.37M	Buy	70,417 +14,325	+26%	+$287K	0.76%	34
2022 Q4	$1.08M	Buy	56,092 +3,768	+7%	+$72.5K	0.78%	35
2022 Q3	$978K	Buy	+52,324	New	+$1.13M	0.74%	36
2022 Q2	–	Sell	-118,310	Closed	-$1.53M	–	150
2022 Q1	$1.53M	Buy	118,310 +60,742	+106%	+$1.47M	0.8%	32
2021 Q4	$2K	Buy	+57,568	New	+$1.42M	1.17%	24

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $820M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Landmark Wealth Management (New York)'s SCHH Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Schwab US REIT ETF (SCHH) stake by 22% in Q1 2026, buying an estimated $459K and bringing the position to 115,596 shares worth $2.48M. The position accounts for 0.67% of the portfolio, ranked #35.

Landmark Wealth Management (New York) first reported a position in SCHH in Q4 2021 and has held it in 15 quarters since. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

Landmark Wealth Management (New York) held 115,596 shares of Schwab US REIT ETF worth $2.48M as of Q1 2026.
Landmark Wealth Management (New York) bought 20,956 Schwab US REIT ETF shares in Q1 2026, an estimated $459K.
Schwab US REIT ETF made up 0.67% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #35 holding.
Landmark Wealth Management (New York) first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 15 quarters since.
565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.