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

Prestige 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 		$6.12K Buy
259
+2
+0.8% +$47 ﹤0.01% 538
2026
Q1 		$5.52K Buy
257
+2
+0.8% +$44 ﹤0.01% 537
2025
Q4 		$5.34K Buy
255
+2
+0.8% +$42 ﹤0.01% 563
2025
Q3 		$5.45K Buy
253
+2
+0.8% +$43 ﹤0.01% 555
2025
Q2 		$5.31K Buy
251
+2
+0.8% +$42 ﹤0.01% 553
2025
Q1 		$5.36K Buy
249
+1
+0.4% +$21 ﹤0.01% 552
2024
Q4 		$5.22K Buy
248
+3
+1% +$67 ﹤0.01% 589
2024
Q3 		$5.68K Buy
245
+4
+2% +$88 ﹤0.01% 585
2024
Q2 		$4.87K Hold
241
– – ﹤0.01% 554
2024
Q1 		$4.9K Buy
241
+1
+0.4% +$20 ﹤0.01% 577
2023
Q4 		$4.97K Buy
240
+3
+1% +$56 ﹤0.01% 585
2023
Q3 		$4.21K Buy
237
+2
+0.9% +$38 ﹤0.01% 606
2023
Q2 		$4.6K Buy
235
+2
+0.9% +$38 ﹤0.01% 612
2023
Q1 		$4.55K Buy
233
+1
+0.4% +$20 ﹤0.01% 595
2022
Q4 		$4.47K Buy
232
+2
+0.9% +$38 ﹤0.01% 642
2022
Q3 		$4K Buy
230
+2
+0.9% +$43 ﹤0.01% 615
2022
Q2 		$5K Buy
228
+1
+0.4% +$23 ﹤0.01% 607
2022
Q1 		$6K Sell
227
-27
-11% -$652 ﹤0.01% 574
2021
Q4 		$7K Buy
254
+22
+9% +$542 ﹤0.01% 564
2021
Q3 		$5K Hold
232
– – ﹤0.01% 652
2021
Q2 		$5K Buy
232
+2
+0.9% +$44 ﹤0.01% 641
2021
Q1 		$5K Buy
+230
New +$4.5K ﹤0.01% 631

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

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

Prestige Wealth Management Group increased its Schwab US REIT ETF (SCHH) stake by 0.78% in Q2 2026, buying an estimated $47 and bringing the position to 259 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Prestige Wealth Management Group first reported a position in SCHH in Q1 2021 and has held it in 22 quarters since. The position peaked at $7K in Q4 2021. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Prestige Wealth Management Group held 259 shares of Schwab US REIT ETF worth $6.12K as of Q2 2026.
  • Prestige Wealth Management Group bought 2 Schwab US REIT ETF shares in Q2 2026, an estimated $47.
  • Schwab US REIT ETF made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #538 holding.
  • Prestige Wealth Management Group first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 22 quarters since.
  • Prestige Wealth Management Group's Schwab US REIT ETF position peaked at $7K in Q4 2021.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.