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

LGT 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	$145K	Hold	6,109	–	–	0.77%	23
2026 Q1	$131K	Buy	6,109 +13	+0.2%	+$285	0.67%	24
2025 Q4	$127K	Hold	6,096	–	–	0.78%	25
2025 Q3	$131K	Buy	+6,096	New	+$130K	0.28%	67

Other funds holding SCHH

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

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

LGT Financial Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 6,109 shares worth $145K. The position accounts for 0.77% of the portfolio, ranked #23.

LGT Financial Advisors first reported a position in SCHH in Q3 2025 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

LGT Financial Advisors held 6,109 shares of Schwab US REIT ETF worth $145K as of Q2 2026.
LGT Financial Advisors left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up 0.77% of LGT Financial Advisors's portfolio in Q2 2026, its #23 holding.
LGT Financial Advisors first reported a position in Schwab US REIT ETF in Q3 2025 and has held it in 4 quarters since.
296 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.