Midwest Trust’s Schwab US REIT ETF SCHH Stock Holding History

Midwest Trust’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 Q3	$2.45M	Buy	111,166 +5,963	+6%	+$142K	0.03%	282
2026 Q2	$2.49M	Sell	105,203 -707	-0.7%	-$16.5K	0.03%	279
2026 Q1	$2.28M	Hold	105,910	–	–	0.03%	276
2025 Q4	$2.21M	Sell	105,910 -25,140	-19%	-$533K	0.03%	276
2025 Q3	$2.83M	Buy	131,050 +213	+0.2%	+$4.54K	0.04%	253
2025 Q2	$2.77M	Buy	+130,837	New	+$2.74M	0.04%	253

Other funds holding SCHH

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Midwest Trust's SCHH Position: Q3 2026 in Review

Midwest Trust increased its Schwab US REIT ETF (SCHH) stake by 5.7% in Q3 2026, buying an estimated $142K and bringing the position to 111,166 shares worth $2.45M. The position accounts for 0.03% of the portfolio, ranked #282.

Midwest Trust first reported a position in SCHH in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.83M in Q3 2025. 363 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

Midwest Trust held 111,166 shares of Schwab US REIT ETF worth $2.45M as of Q3 2026.
Midwest Trust bought 5,963 Schwab US REIT ETF shares in Q3 2026, an estimated $142K.
Schwab US REIT ETF made up 0.03% of Midwest Trust's portfolio in Q3 2026, its #282 holding.
Midwest Trust first reported a position in Schwab US REIT ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Schwab US REIT ETF position peaked at $2.83M in Q3 2025.
363 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.