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Laraway Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Laraway Financial 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 		$394K Sell
16,641
-168
-1% -$3.92K 0.24% 97
2026
Q1 		$361K Sell
16,809
-48
-0.3% -$1.05K 0.25% 94
2025
Q4 		$352K Buy
16,857
+4
+0% +$85 0.23% 101
2025
Q3 		$364K Sell
16,853
-133
-0.8% -$2.84K 0.25% 93
2025
Q2 		$359K Buy
16,986
+3
+0% +$63 0.27% 83
2025
Q1 		$365K Sell
16,983
-107
-0.6% -$2.29K 0.29% 81
2024
Q4 		$360K Sell
17,090
-256
-1% -$5.72K 0.28% 80
2024
Q3 		$402K Buy
17,346
+5
+0% +$109 0.32% 73
2024
Q2 		$346K Sell
17,341
-287
-2% -$5.6K 0.3% 77
2024
Q1 		$358K Sell
17,628
-432
-2% -$8.66K 0.32% 77
2023
Q4 		$374K Sell
18,060
-347
-2% -$6.45K 0.36% 75
2023
Q3 		$327K Sell
18,407
-297
-2% -$5.71K 0.34% 75
2023
Q2 		$365K Buy
18,704
+3
+0% +$58 0.36% 75
2023
Q1 		$365K Sell
18,701
-624
-3% -$12.5K 0.37% 83
2022
Q4 		$373K Buy
19,325
+5
+0% +$96 0.39% 79
2022
Q3 		$361K Sell
19,320
-130
-0.7% -$2.81K 0.4% 72
2022
Q2 		$410K Sell
19,450
-140
-0.7% -$3.22K 0.44% 70
2022
Q1 		$487K Sell
19,590
-50
-0.3% -$1.21K 0.44% 70
2021
Q4 		$518K Buy
+19,640
New +$484K 0.46% 69

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

Laraway Financial Advisors's SCHH Position: Q2 2026 in Review

Laraway Financial Advisors reduced its Schwab US REIT ETF (SCHH) stake by 1% in Q2 2026, selling an estimated $3.92K and leaving 16,641 shares worth $394K. The position accounts for 0.24% of the portfolio, ranked #97.

Laraway Financial Advisors first reported a position in SCHH in Q4 2021 and has held it in 19 quarters since. The position peaked at $518K in Q4 2021. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Laraway Financial Advisors held 16,641 shares of Schwab US REIT ETF worth $394K as of Q2 2026.
  • Laraway Financial Advisors sold 168 Schwab US REIT ETF shares in Q2 2026, an estimated $3.92K.
  • Schwab US REIT ETF made up 0.24% of Laraway Financial Advisors's portfolio in Q2 2026, its #97 holding.
  • Laraway Financial Advisors first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • Laraway Financial Advisors's Schwab US REIT ETF position peaked at $518K in Q4 2021.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.