Mason Investment Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History

Mason Investment Advisory Services’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	$264K	Hold	11,165	–	–	0.01%	72
2026 Q1	$240K	Hold	11,165	–	–	0.01%	69
2025 Q4	$233K	Hold	11,165	–	–	0.01%	73
2025 Q3	$241K	Hold	11,165	–	–	0.01%	74
2025 Q2	$236K	Hold	11,165	–	–	0.01%	71
2025 Q1	$240K	Hold	11,165	–	–	0.01%	72
2024 Q4	$235K	Hold	11,165	–	–	0.01%	67
2024 Q3	$259K	Buy	11,165 +106	+1%	+$2.32K	0.02%	63
2024 Q2	$221K	Hold	11,059	–	–	0.01%	67
2024 Q1	$224K	Hold	11,059	–	–	0.02%	61
2023 Q4	$229K	Buy	+11,059	New	+$206K	0.02%	59
2020 Q1	–	Sell	-42,144	Closed	-$968K	–	92
2019 Q4	$968K	Hold	42,144	–	–	0.14%	53
2019 Q3	$994K	Hold	42,144	–	–	0.16%	52
2019 Q2	$936K	Hold	42,144	–	–	0.16%	52
2019 Q1	$936K	Buy	+42,144	New	+$895K	0.26%	49

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Mason Investment Advisory Services's SCHH Position: Q2 2026 in Review

Mason Investment Advisory Services held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 11,165 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #72.

Mason Investment Advisory Services first reported a position in SCHH in Q1 2019 and has held it in 15 quarters since. The position peaked at $994K in Q3 2019. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Mason Investment Advisory Services held 11,165 shares of Schwab US REIT ETF worth $264K as of Q2 2026.
Mason Investment Advisory Services left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up 0.01% of Mason Investment Advisory Services's portfolio in Q2 2026, its #72 holding.
Mason Investment Advisory Services first reported a position in Schwab US REIT ETF in Q1 2019 and has held it in 15 quarters since.
Mason Investment Advisory Services's Schwab US REIT ETF position peaked at $994K in Q3 2019.
591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.