Main Street Group’s Schwab US REIT ETF SCHH Stock Holding History

Main Street Group’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	$9K	Hold	380	–	–	﹤0.01%	570
2026 Q1	$8.17K	Buy	+380	New	+$8.33K	﹤0.01%	564
2025 Q4	–	Sell	-380	Closed	-$8.2K	–	498
2025 Q3	$8.2K	Hold	380	–	–	﹤0.01%	542
2025 Q2	$8.04K	Hold	380	–	–	﹤0.01%	508
2025 Q1	$8.17K	Hold	380	–	–	﹤0.01%	525
2024 Q4	$8K	Sell	380 -440	-54%	-$9.83K	﹤0.01%	522
2024 Q3	$19K	Buy	820 +2	+0.2%	+$44	0.01%	407
2024 Q2	$16.2K	Buy	818 +5	+0.6%	+$98	0.01%	438
2024 Q1	$16.3K	Buy	813 +2	+0.2%	+$40	0.01%	468
2023 Q4	$16.8K	Buy	+811	New	+$15.1K	0.01%	677

Other funds holding SCHH

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

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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return