Pioneer Wealth Management Group’s Schwab US REIT ETF SCHH Stock Holding History

Pioneer Wealth Management 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	$20.9M	Buy	883,192 +67,461	+8%	+$1.57M	5.05%	7
2026 Q1	$17.5M	Buy	815,731 +106,072	+15%	+$2.33M	4.92%	7
2025 Q4	$14.8M	Buy	709,659 +13,139	+2%	+$279K	4.5%	7
2025 Q3	$15M	Buy	696,520 +83,743	+14%	+$1.79M	4.85%	6
2025 Q2	$13M	Buy	612,777 +49,702	+9%	+$1.04M	4.81%	6
2025 Q1	$12.1M	Buy	+563,075	New	+$12M	5.22%	6
2024 Q3	$11.7M	Buy	505,686 +15,927	+3%	+$349K	5.59%	5
2024 Q2	$9.78M	Buy	489,759 +45,669	+10%	+$891K	5.19%	7
2024 Q1	$9.02M	Buy	444,090 +25,102	+6%	+$503K	5.15%	8
2023 Q4	$8.68M	Buy	418,988 +57,675	+16%	+$1.07M	5.4%	6
2023 Q3	$6.41M	Buy	361,313 +43,809	+14%	+$843K	4.88%	6
2023 Q2	$6.2M	Buy	317,504 +21,158	+7%	+$406K	4.93%	8
2023 Q1	$5.78M	Buy	296,346 +15,446	+5%	+$309K	5.14%	8
2022 Q4	$5.42M	Buy	+280,900	New	+$5.41M	5.1%	8

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Pioneer Wealth Management Group's SCHH Position: Q2 2026 in Review

Pioneer Wealth Management Group increased its Schwab US REIT ETF (SCHH) stake by 8.3% in Q2 2026, buying an estimated $1.57M and bringing the position to 883,192 shares worth $20.9M. The position accounts for 5.05% of the portfolio, ranked #7.

Pioneer Wealth Management Group first reported a position in SCHH in Q4 2022 and has held it in 14 quarters since. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Pioneer Wealth Management Group held 883,192 shares of Schwab US REIT ETF worth $20.9M as of Q2 2026.
Pioneer Wealth Management Group bought 67,461 Schwab US REIT ETF shares in Q2 2026, an estimated $1.57M.
Schwab US REIT ETF made up 5.05% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #7 holding.
Pioneer Wealth Management Group first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 14 quarters since.
588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2026, filed 7 Jul 2026.