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Medallion Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Medallion Wealth 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
Q1 		$586K Buy
27,270
+1,843
+7% +$40.4K 0.19% 113
2025
Q4 		$531K Buy
25,427
+2,567
+11% +$54.4K 0.18% 117
2025
Q3 		$493K Buy
22,860
+870
+4% +$18.6K 0.18% 124
2025
Q2 		$468K Buy
21,990
+5,708
+35% +$120K 0.18% 127
2025
Q1 		$351K Buy
16,282
+1,410
+9% +$30.1K 0.16% 139
2024
Q4 		$313K Buy
+14,872
New +$332K 0.16% 142

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
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

Medallion Wealth Advisors's SCHH Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Schwab US REIT ETF (SCHH) stake by 7.2% in Q1 2026, buying an estimated $40.4K and bringing the position to 27,270 shares worth $586K. The position accounts for 0.19% of the portfolio, ranked #113.

Medallion Wealth Advisors first reported a position in SCHH in Q4 2024 and has held it in 6 quarters since. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Medallion Wealth Advisors held 27,270 shares of Schwab US REIT ETF worth $586K as of Q1 2026.
  • Medallion Wealth Advisors bought 1,843 Schwab US REIT ETF shares in Q1 2026, an estimated $40.4K.
  • Schwab US REIT ETF made up 0.19% of Medallion Wealth Advisors's portfolio in Q1 2026, its #113 holding.
  • Medallion Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 6 quarters since.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.