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

Mosley 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 		$16K Buy
+675
New +$15.7K 0.01% 341

Other funds holding SCHH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 675 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings.

390 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Mosley Wealth Management held 675 shares of Schwab US REIT ETF worth $16K as of Q2 2026.
  • Schwab US REIT ETF was a new Mosley Wealth Management position in Q2 2026.
  • Schwab US REIT ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #341 holding.
  • 390 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.