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Modera Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Modera Wealth Management’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 		$372K Sell
15,688
-789
-5% -$18.4K ﹤0.01% 508
2026
Q1 		$354K Sell
16,477
-70,552
-81% -$1.55M ﹤0.01% 505
2025
Q4 		$1.82M Sell
87,029
-1,658
-2% -$35.2K 0.02% 275
2025
Q3 		$1.91M Buy
88,687
+152
+0.2% +$3.24K 0.02% 263
2025
Q2 		$1.87M Sell
88,535
-12
-0% -$251 0.02% 264
2025
Q1 		$1.9M Sell
88,547
-411
-0.5% -$8.78K 0.03% 250
2024
Q4 		$1.87M Sell
88,958
-761
-0.8% -$17K 0.02% 255
2024
Q3 		$2.08M Buy
89,719
+634
+0.7% +$13.9K 0.03% 231
2024
Q2 		$1.78M Sell
89,085
-605
-0.7% -$11.8K 0.03% 232
2024
Q1 		$1.82M Buy
89,690
+73,650
+459% +$1.48M 0.03% 237
2023
Q4 		$332K Sell
16,040
-7,895
-33% -$147K 0.01% 457
2023
Q3 		$425K Sell
23,935
-2,397
-9% -$46.1K 0.01% 385
2023
Q2 		$514K Buy
+26,332
New +$505K 0.01% 376

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
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

Modera Wealth Management's SCHH Position: Q2 2026 in Review

Modera Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 4.8% in Q2 2026, selling an estimated $18.4K and leaving 15,688 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Modera Wealth Management first reported a position in SCHH in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.08M in Q3 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Modera Wealth Management held 15,688 shares of Schwab US REIT ETF worth $372K as of Q2 2026.
  • Modera Wealth Management sold 789 Schwab US REIT ETF shares in Q2 2026, an estimated $18.4K.
  • Schwab US REIT ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #508 holding.
  • Modera Wealth Management first reported a position in Schwab US REIT ETF in Q2 2023 and has held it in 13 quarters since.
  • Modera Wealth Management's Schwab US REIT ETF position peaked at $2.08M in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.