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Money Concepts Capital’s Schwab US REIT ETF SCHH Stock Holding History

Money Concepts Capital’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 		$758K Sell
32,016
-244
-0.8% -$5.69K 0.04% 349
2026
Q1 		$693K Buy
+32,260
New +$707K 0.04% 331
2023
Q2 		– Sell
-10,854
Closed -$151K – 456
2023
Q1 		$151K Buy
10,854
+7,262
+202% +$145K 0.01% 422
2022
Q4 		$69.3K Buy
3,592
+1,958
+120% +$37.7K ﹤0.01% 1126
2022
Q3 		$31K Hold
1,634
– – ﹤0.01% 817
2022
Q2 		$35K Sell
1,634
-1,490
-48% -$34.3K ﹤0.01% 766
2022
Q1 		$78K Buy
3,124
+1,452
+87% +$35K ﹤0.01% 1076
2021
Q4 		$44K Buy
+1,672
New +$41.2K ﹤0.01% 607
2021
Q1 		$34K Sell
1,672
-566
-25% -$11.1K ﹤0.01% 597
2020
Q4 		$42K Buy
+2,238
New +$41.4K ﹤0.01% 533

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

Money Concepts Capital's SCHH Position: Q2 2026 in Review

Money Concepts Capital reduced its Schwab US REIT ETF (SCHH) stake by 0.76% in Q2 2026, selling an estimated $5.69K and leaving 32,016 shares worth $758K. The position accounts for 0.04% of the portfolio, ranked #349.

Money Concepts Capital first reported a position in SCHH in Q4 2020 and has held it in 10 quarters since. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Money Concepts Capital held 32,016 shares of Schwab US REIT ETF worth $758K as of Q2 2026.
  • Money Concepts Capital sold 244 Schwab US REIT ETF shares in Q2 2026, an estimated $5.69K.
  • Schwab US REIT ETF made up 0.04% of Money Concepts Capital's portfolio in Q2 2026, its #349 holding.
  • Money Concepts Capital first reported a position in Schwab US REIT ETF in Q4 2020 and has held it in 10 quarters since.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.