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Poinciana Advisors Group’s Schwab US REIT ETF SCHH Stock Holding History

Poinciana Advisors 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 		$414K Buy
17,503
+1,846
+12% +$43K 0.31% 56
2026
Q1 		$336K Buy
15,657
+2,198
+16% +$48.2K 0.27% 68
2025
Q4 		$281K Buy
13,459
+2,675
+25% +$56.7K 0.22% 81
2025
Q3 		$233K Buy
+10,784
New +$230K 0.2% 101

Other funds holding SCHH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

Poinciana Advisors Group's SCHH Position: Q2 2026 in Review

Poinciana Advisors Group increased its Schwab US REIT ETF (SCHH) stake by 12% in Q2 2026, buying an estimated $43K and bringing the position to 17,503 shares worth $414K. The position accounts for 0.31% of the portfolio, ranked #56.

Poinciana Advisors Group first reported a position in SCHH in Q3 2025 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Poinciana Advisors Group held 17,503 shares of Schwab US REIT ETF worth $414K as of Q2 2026.
  • Poinciana Advisors Group bought 1,846 Schwab US REIT ETF shares in Q2 2026, an estimated $43K.
  • Schwab US REIT ETF made up 0.31% of Poinciana Advisors Group's portfolio in Q2 2026, its #56 holding.
  • Poinciana Advisors Group first reported a position in Schwab US REIT ETF in Q3 2025 and has held it in 4 quarters since.
  • 390 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.