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Pacific Center for Financial Services’s Schwab US REIT ETF SCHH Stock Holding History

Pacific Center for 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 		$22K Hold
929
– – ﹤0.01% 271
2026
Q1 		$20K Hold
929
– – 0.01% 270
2025
Q4 		$20K Hold
929
– – 0.01% 271
2025
Q3 		$20K Buy
+929
New +$19.8K 0.01% 271
2021
Q4 		– Sell
-178
Closed -$4K – 417
2021
Q3 		$4K Buy
+178
New +$4.24K ﹤0.01% 336

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

Pacific Center for Financial Services's SCHH Position: Q2 2026 in Review

Pacific Center for Financial Services held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 929 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Pacific Center for Financial Services first reported a position in SCHH in Q3 2021 and has held it in 5 quarters since. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Pacific Center for Financial Services held 929 shares of Schwab US REIT ETF worth $22K as of Q2 2026.
  • Pacific Center for Financial Services left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #271 holding.
  • Pacific Center for Financial Services first reported a position in Schwab US REIT ETF in Q3 2021 and has held it in 5 quarters since.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.