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Peterson Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Peterson Wealth Advisors’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
Q1 		$1.19M Sell
55,173
-2,652
-5% -$58.1K 0.16% 37
2025
Q4 		$1.21M Sell
57,825
-18,238
-24% -$387K 0.16% 37
2025
Q3 		$1.62M Buy
76,063
+445
+0.6% +$9.49K 0.24% 34
2025
Q2 		$1.6M Buy
75,618
+2,043
+3% +$42.8K 0.26% 33
2025
Q1 		$1.43M Sell
73,575
-7,559
-9% -$162K 0.28% 32
2024
Q4 		$1.71M Sell
81,134
-3,631
-4% -$81.2K 0.31% 30
2024
Q3 		$1.96M Sell
84,765
-5,228
-6% -$114K 0.37% 25
2024
Q2 		$1.8M Sell
89,993
-4,518
-5% -$88.1K 0.38% 23
2024
Q1 		$1.92M Sell
94,511
-1,232
-1% -$24.7K 0.41% 22
2023
Q4 		$1.98M Sell
95,743
-9,292
-9% -$173K 0.47% 23
2023
Q3 		$1.86M Buy
105,035
+7,305
+7% +$141K 0.5% 21
2023
Q2 		$1.93M Sell
97,730
-2,084
-2% -$40K 0.51% 22
2023
Q1 		$1.95M Buy
99,814
+9,156
+10% +$183K 0.54% 22
2022
Q4 		$1.75M Buy
90,658
+35,186
+63% +$677K 0.53% 21
2022
Q3 		$1.04M Buy
55,472
+25,090
+83% +$543K 0.35% 25
2022
Q2 		$641K Buy
30,382
+2,981
+11% +$68.6K 0.21% 32
2022
Q1 		$682K Sell
27,401
-327
-1% -$7.89K 0.2% 34
2021
Q4 		$731K Sell
27,728
-674
-2% -$16.6K 0.21% 32
2021
Q3 		$649K Buy
28,402
+1,974
+7% +$47.1K 0.21% 31
2021
Q2 		$605K Sell
26,428
-586
-2% -$13K 0.21% 34
2021
Q1 		$555K Sell
27,014
-124
-0.5% -$2.42K 0.23% 33
2020
Q4 		$515K Buy
27,138
+594
+2% +$11K 0.23% 35
2020
Q3 		$469K Buy
26,544
+852
+3% +$15.3K 0.24% 31
2020
Q2 		$452K Buy
25,692
+9,956
+63% +$173K 0.24% 30
2020
Q1 		$258K Buy
+15,736
New +$336K 0.17% 45

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Peterson Wealth Advisors's SCHH Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its Schwab US REIT ETF (SCHH) stake by 4.6% in Q1 2026, selling an estimated $58.1K and leaving 55,173 shares worth $1.19M. The position accounts for 0.16% of the portfolio, ranked #37.

Peterson Wealth Advisors first reported a position in SCHH in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.98M in Q4 2023. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Peterson Wealth Advisors held 55,173 shares of Schwab US REIT ETF worth $1.19M as of Q1 2026.
  • Peterson Wealth Advisors sold 2,652 Schwab US REIT ETF shares in Q1 2026, an estimated $58.1K.
  • Schwab US REIT ETF made up 0.16% of Peterson Wealth Advisors's portfolio in Q1 2026, its #37 holding.
  • Peterson Wealth Advisors first reported a position in Schwab US REIT ETF in Q1 2020 and has held it in 25 quarters since.
  • Peterson Wealth Advisors's Schwab US REIT ETF position peaked at $1.98M in Q4 2023.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.