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

Omega 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 		$4.24M Sell
178,953
-1,216
-0.7% -$28.4K 1.29% 24
2026
Q1 		$3.87M Sell
180,169
-12,939
-7% -$284K 1.26% 25
2025
Q4 		$4.03M Sell
193,108
-5,106
-3% -$108K 1.33% 23
2025
Q3 		$4.28M Sell
198,214
-765
-0.4% -$16.3K 1.42% 21
2025
Q2 		$4.21M Sell
198,979
-6,769
-3% -$142K 1.5% 21
2025
Q1 		$4.43M Sell
205,748
-6,784
-3% -$145K 1.7% 19
2024
Q4 		$4.48M Sell
212,532
-22,867
-10% -$511K 1.69% 20
2024
Q3 		$5.45M Sell
235,399
-32,786
-12% -$717K 2.07% 18
2024
Q2 		$5.36M Sell
268,185
-9,250
-3% -$180K 2.17% 18
2024
Q1 		$5.63M Buy
277,435
+8,020
+3% +$161K 2.3% 18
2023
Q4 		$5.58M Buy
269,415
+8,547
+3% +$159K 2.39% 16
2023
Q3 		$4.63M Sell
260,868
-3,160
-1% -$60.8K 2.26% 17
2023
Q2 		$5.16M Buy
264,028
+1,344
+0.5% +$25.8K 2.36% 17
2023
Q1 		$5.12M Sell
262,684
-8,666
-3% -$174K 2.37% 16
2022
Q4 		$5.23M Sell
271,350
-10,503
-4% -$202K 2.7% 14
2022
Q3 		$5.27M Sell
281,853
-20,490
-7% -$443K 2.72% 15
2022
Q2 		$6.38M Sell
302,343
-4,537
-1% -$104K 3.07% 11
2022
Q1 		$7.64M Buy
306,880
+8,544
+3% +$206K 3.31% 11
2021
Q4 		$7.86M Sell
298,336
-46,268
-13% -$1.14M 3.48% 9
2021
Q3 		$7.87M Sell
344,604
-69,158
-17% -$1.65M 3.75% 6
2021
Q2 		$9.47M Sell
413,762
-29,204
-7% -$649K 4.58% 4
2021
Q1 		$9.1M Buy
442,966
+12,244
+3% +$239K 4.63% 2
2020
Q4 		$8.18M Buy
430,722
+10,012
+2% +$185K 4.42% 4
2020
Q3 		$7.44M Buy
420,710
+12,436
+3% +$224K 4.53% 5
2020
Q2 		$7.19M Buy
408,274
+9,014
+2% +$157K 4.63% 4
2020
Q1 		$6.54M Buy
399,260
+55,348
+16% +$1.18M 4.95% 4
2019
Q4 		$7.9M Buy
343,912
+7,484
+2% +$174K 5.19% 5
2019
Q3 		$7.93M Buy
336,428
+57,180
+20% +$1.31M 5.56% 3
2019
Q2 		$6.21M Buy
279,248
+23,766
+9% +$530K 4.58% 8
2019
Q1 		$5.68M Buy
255,482
+2,606
+1% +$55.3K 4.19% 8
2018
Q4 		$4.87M Buy
+252,876
New +$5.16M 4.3% 7

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

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

Omega Financial Group reduced its Schwab US REIT ETF (SCHH) stake by 0.67% in Q2 2026, selling an estimated $28.4K and leaving 178,953 shares worth $4.24M. The position accounts for 1.29% of the portfolio, ranked #24.

Omega Financial Group first reported a position in SCHH in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.47M in Q2 2021. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Omega Financial Group held 178,953 shares of Schwab US REIT ETF worth $4.24M as of Q2 2026.
  • Omega Financial Group sold 1,216 Schwab US REIT ETF shares in Q2 2026, an estimated $28.4K.
  • Schwab US REIT ETF made up 1.29% of Omega Financial Group's portfolio in Q2 2026, its #24 holding.
  • Omega Financial Group first reported a position in Schwab US REIT ETF in Q4 2018 and has held it in 31 quarters since.
  • Omega Financial Group's Schwab US REIT ETF position peaked at $9.47M in Q2 2021.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.