PAG
SCHH icon

Private Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History

Private Advisory 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 		$1.27M Buy
53,792
+13,612
+34% +$317K 0.07% 154
2026
Q1 		$863K Buy
+40,180
New +$881K 0.06% 166

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

Private Advisory Group's SCHH Position: Q2 2026 in Review

Private Advisory Group increased its Schwab US REIT ETF (SCHH) stake by 34% in Q2 2026, buying an estimated $317K and bringing the position to 53,792 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #154.

Private Advisory Group first reported a position in SCHH in Q1 2026 and has held it in 2 quarters since. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Private Advisory Group held 53,792 shares of Schwab US REIT ETF worth $1.27M as of Q2 2026.
  • Private Advisory Group bought 13,612 Schwab US REIT ETF shares in Q2 2026, an estimated $317K.
  • Schwab US REIT ETF made up 0.07% of Private Advisory Group's portfolio in Q2 2026, its #154 holding.
  • Private Advisory Group first reported a position in Schwab US REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.