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OneAscent Financial Services’s Schwab US REIT ETF SCHH Stock Holding History

OneAscent Financial Services’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 		$389K Sell
16,424
-142
-0.9% -$3.31K 0.02% 435
2026
Q1 		$356K Sell
16,566
-5,313
-24% -$116K 0.02% 419
2025
Q4 		$457K Buy
21,879
+6,239
+40% +$132K 0.04% 272
2025
Q3 		$337K Sell
15,640
-56
-0.4% -$1.19K 0.02% 364
2025
Q2 		$332K Sell
15,696
-432
-3% -$9.05K 0.02% 389
2025
Q1 		$347K Sell
16,128
-395
-2% -$8.44K 0.02% 391
2024
Q4 		$348K Buy
+16,523
New +$369K 0.03% 324
2024
Q2 		– Sell
-18,672
Closed -$379K – 359
2024
Q1 		$379K Hold
18,672
– – 0.04% 245
2023
Q4 		$387K Buy
18,672
+939
+5% +$17.5K 0.05% 225
2023
Q3 		$315K Buy
+17,733
New +$341K 0.08% 178

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

OneAscent Financial Services's SCHH Position: Q2 2026 in Review

OneAscent Financial Services reduced its Schwab US REIT ETF (SCHH) stake by 0.86% in Q2 2026, selling an estimated $3.31K and leaving 16,424 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #435.

OneAscent Financial Services first reported a position in SCHH in Q3 2023 and has held it in 10 quarters since. The position peaked at $457K in Q4 2025. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • OneAscent Financial Services held 16,424 shares of Schwab US REIT ETF worth $389K as of Q2 2026.
  • OneAscent Financial Services sold 142 Schwab US REIT ETF shares in Q2 2026, an estimated $3.31K.
  • Schwab US REIT ETF made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #435 holding.
  • OneAscent Financial Services first reported a position in Schwab US REIT ETF in Q3 2023 and has held it in 10 quarters since.
  • OneAscent Financial Services's Schwab US REIT ETF position peaked at $457K in Q4 2025.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.