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Morris Financial Concepts’s Schwab US REIT ETF SCHH Stock Holding History

Morris Financial Concepts’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 		$36.9K Hold
1,559
– – 0.01% 164
2026
Q1 		$33.5K Buy
1,559
+23
+1% +$504 0.01% 163
2025
Q4 		$32.1K Hold
1,536
– – 0.01% 161
2025
Q3 		$33.1K Hold
1,536
– – 0.01% 164
2025
Q2 		$32.5K Hold
1,536
– – 0.01% 162
2025
Q1 		$33K Hold
1,536
– – 0.01% 157
2024
Q4 		$32.3K Hold
1,536
– – 0.01% 149
2024
Q3 		$35.6K Hold
1,536
– – 0.02% 156
2024
Q2 		$30.7K Hold
1,536
– – 0.01% 129
2024
Q1 		$31.2K Hold
1,536
– – 0.02% 126
2023
Q4 		$31.8K Sell
1,536
-3
-0.2% -$56 0.02% 120
2023
Q3 		$27.3K Sell
1,539
-30
-2% -$577 0.02% 115
2023
Q2 		$30.6K Hold
1,569
– – 0.02% 119
2023
Q1 		$30.6K Buy
1,569
+1,536
+4,655% +$30.8K 0.02% 115
2022
Q4 		$637 Hold
33
– – ﹤0.01% 142
2022
Q3 		$1K Hold
33
– – ﹤0.01% 114
2022
Q2 		$1K Sell
33
-15
-31% -$345 ﹤0.01% 122
2022
Q1 		$1K Hold
48
– – ﹤0.01% 118
2021
Q4 		$1K Buy
+48
New +$1.18K ﹤0.01% 108

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

Morris Financial Concepts's SCHH Position: Q2 2026 in Review

Morris Financial Concepts held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 1,559 shares worth $36.9K. The position accounts for 0.01% of the portfolio, ranked #164.

Morris Financial Concepts first reported a position in SCHH in Q4 2021 and has held it in 19 quarters since. 596 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Morris Financial Concepts held 1,559 shares of Schwab US REIT ETF worth $36.9K as of Q2 2026.
  • Morris Financial Concepts left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #164 holding.
  • Morris Financial Concepts first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • 596 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.