Pure Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Pure Financial Advisors’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	$5.25M	Buy	221,578 +444	+0.2%	+$10.4K	0.07%	120
2026 Q1	$4.75M	Buy	221,134 +13,978	+7%	+$306K	0.07%	113
2025 Q4	$4.33M	Buy	207,156 +3,407	+2%	+$72.2K	0.06%	114
2025 Q3	$4.39M	Buy	203,749 +5,157	+3%	+$110K	0.07%	111
2025 Q2	$4.2M	Buy	198,592 +11,695	+6%	+$245K	0.07%	112
2025 Q1	$4.02M	Buy	186,897 +12,911	+7%	+$276K	0.08%	92
2024 Q4	$3.66M	Sell	173,986 -3,119	-2%	-$69.7K	0.08%	91
2024 Q3	$4.1M	Sell	177,105 -9,494	-5%	-$208K	0.1%	82
2024 Q2	$3.73M	Buy	186,599 +2,982	+2%	+$58.2K	0.1%	83
2024 Q1	$3.73M	Sell	183,617 -296	-0.2%	-$5.93K	0.12%	85
2023 Q4	$3.81M	Buy	183,913 +80,397	+78%	+$1.49M	0.13%	80
2023 Q3	$1.84M	Buy	103,516 +2,824	+3%	+$54.3K	0.08%	98
2023 Q2	$1.97M	Sell	100,692 -15,613	-13%	-$299K	0.08%	94
2023 Q1	$2.27M	Buy	116,305 +14,057	+14%	+$282K	0.11%	88
2022 Q4	$1.97M	Buy	102,248 +11,245	+12%	+$216K	0.1%	88
2022 Q3	$1.7M	Buy	91,003 +28,951	+47%	+$626K	0.1%	89
2022 Q2	$1.31M	Buy	62,052 +7,213	+13%	+$166K	0.08%	100
2022 Q1	$1.36M	Buy	54,839 +12,633	+30%	+$305K	0.06%	97
2021 Q4	$1.11M	Sell	42,206 -1,362	-3%	-$33.6K	0.06%	94
2021 Q3	$995K	Sell	43,568 -4,330	-9%	-$103K	0.08%	92
2021 Q2	$1.1M	Sell	47,898 -3,516	-7%	-$78.2K	0.09%	92
2021 Q1	$1.06M	Sell	51,414 -2,192	-4%	-$42.9K	0.1%	86
2020 Q4	$1.02M	Sell	53,606 -724	-1%	-$13.4K	0.12%	85
2020 Q3	$961K	Sell	54,330 -178	-0.3%	-$3.2K	0.14%	76
2020 Q2	$960K	Buy	54,508 +34,424	+171%	+$598K	0.15%	69
2020 Q1	$329K	Buy	+20,084	New	+$429K	0.06%	103
2019 Q3	–	Sell	-9,084	Closed	-$202K	–	135
2019 Q2	$202K	Buy	9,084 +22	+0.2%	+$491	0.04%	133
2019 Q1	$201K	Buy	+9,062	New	+$192K	0.04%	133
2018 Q4	–	Sell	-12,096	Closed	-$252K	–	151
2018 Q3	$252K	Buy	+12,096	New	+$256K	0.06%	126

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

Pure Financial Advisors's SCHH Position: Q2 2026 in Review

Pure Financial Advisors increased its Schwab US REIT ETF (SCHH) stake by 0.2% in Q2 2026, buying an estimated $10.4K and bringing the position to 221,578 shares worth $5.25M. The position accounts for 0.07% of the portfolio, ranked #120.

Pure Financial Advisors first reported a position in SCHH in Q3 2018 and has held it in 29 quarters since. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Pure Financial Advisors held 221,578 shares of Schwab US REIT ETF worth $5.25M as of Q2 2026.
Pure Financial Advisors bought 444 Schwab US REIT ETF shares in Q2 2026, an estimated $10.4K.
Schwab US REIT ETF made up 0.07% of Pure Financial Advisors's portfolio in Q2 2026, its #120 holding.
Pure Financial Advisors first reported a position in Schwab US REIT ETF in Q3 2018 and has held it in 29 quarters since.
588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.