OHWP
SCHH icon

Oak Harbor Wealth Partners’s Schwab US REIT ETF SCHH Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-1,086
Closed -$23.3K – 280
2026
Q1 		$23.3K Buy
1,086
+144
+15% +$3.16K 0.01% 244
2025
Q4 		$19.7K Buy
942
+899
+2,091% +$19.1K ﹤0.01% 240
2025
Q3 		$928 Buy
43
+41
+2,050% +$874 ﹤0.01% 251
2025
Q2 		$42 Buy
+2
New +$42 ﹤0.01% 249

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

Oak Harbor Wealth Partners's SCHH Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 1,086 shares — an estimated $23.3K sold.

Oak Harbor Wealth Partners first reported a position in SCHH in Q2 2025 and held it in 4 quarters. The position peaked at $23.3K in Q1 2026. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 1,086 Schwab US REIT ETF shares in Q2 2026, an estimated $23.3K.
  • Oak Harbor Wealth Partners first reported a position in Schwab US REIT ETF in Q2 2025 and held it in 4 quarters.
  • Oak Harbor Wealth Partners's Schwab US REIT ETF position peaked at $23.3K in Q1 2026.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.