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 Q3	$20.5M	Buy	928,542 +45,350	+5%	+$1.08M	4.83%	7
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

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

FFP

Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Pioneer Wealth Management Group's SCHH Position: Q3 2026 in Review

Pioneer Wealth Management Group increased its Schwab US REIT ETF (SCHH) stake by 5.1% in Q3 2026, buying an estimated $1.08M and bringing the position to 928,542 shares worth $20.5M. The position accounts for 4.83% of the portfolio, ranked #7.

Pioneer Wealth Management Group first reported a position in SCHH in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.9M in Q2 2026. 32 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

Pioneer Wealth Management Group held 928,542 shares of Schwab US REIT ETF worth $20.5M as of Q3 2026.
Pioneer Wealth Management Group bought 45,350 Schwab US REIT ETF shares in Q3 2026, an estimated $1.08M.
Schwab US REIT ETF made up 4.83% of Pioneer Wealth Management Group's portfolio in Q3 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 15 quarters since.
Pioneer Wealth Management Group's Schwab US REIT ETF position peaked at $20.9M in Q2 2026.
32 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.