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Moss Adams Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Moss Adams Wealth Advisors’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 		$268K Hold
11,307
– – 0.02% 235
2026
Q1 		$243K Hold
11,307
– – 0.02% 240
2025
Q4 		$236K Hold
11,307
– – 0.02% 229
2025
Q3 		$244K Hold
11,307
– – 0.02% 215
2025
Q2 		$239K Buy
+11,307
New +$237K 0.02% 226
2023
Q1 		– Sell
-170
Closed -$3.28K – 204
2022
Q4 		$3.28K Buy
+170
New +$3.27K ﹤0.01% 157

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

Moss Adams Wealth Advisors's SCHH Position: Q2 2026 in Review

Moss Adams Wealth Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 11,307 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #235.

Moss Adams Wealth Advisors first reported a position in SCHH in Q4 2022 and has held it in 6 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Moss Adams Wealth Advisors held 11,307 shares of Schwab US REIT ETF worth $268K as of Q2 2026.
  • Moss Adams Wealth Advisors left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #235 holding.
  • Moss Adams Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 6 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.