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Nations Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Nations Financial Group’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 		$1.73M Buy
72,920
+4,195
+6% +$97.8K 0.08% 250
2026
Q1 		$1.48M Buy
68,725
+14,710
+27% +$322K 0.08% 266
2025
Q4 		$1.13M Buy
54,015
+28,269
+110% +$599K 0.06% 320
2025
Q3 		$555K Buy
+25,746
New +$549K 0.03% 463

Other funds holding SCHH

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
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM

Nations Financial Group's SCHH Position: Q2 2026 in Review

Nations Financial Group increased its Schwab US REIT ETF (SCHH) stake by 6.1% in Q2 2026, buying an estimated $97.8K and bringing the position to 72,920 shares worth $1.73M. The position accounts for 0.08% of the portfolio, ranked #250.

Nations Financial Group first reported a position in SCHH in Q3 2025 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Nations Financial Group held 72,920 shares of Schwab US REIT ETF worth $1.73M as of Q2 2026.
  • Nations Financial Group bought 4,195 Schwab US REIT ETF shares in Q2 2026, an estimated $97.8K.
  • Schwab US REIT ETF made up 0.08% of Nations Financial Group's portfolio in Q2 2026, its #250 holding.
  • Nations Financial Group first reported a position in Schwab US REIT ETF in Q3 2025 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.