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Rational Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Rational 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 		$32.4M Buy
1,366,280
+147,705
+12% +$3.44M 2.97% 11
2026
Q1 		$26.2M Sell
1,218,575
-257,797
-17% -$5.65M 2.67% 11
2025
Q4 		$30.8M Sell
1,476,372
-57,556
-4% -$1.22M 3.16% 10
2025
Q3 		$33.1M Sell
1,533,928
-16,586
-1% -$354K 3.29% 10
2025
Q2 		$32.8M Sell
1,550,514
-222,189
-13% -$4.66M 3.25% 10
2025
Q1 		$38.1M Buy
1,772,703
+122,079
+7% +$2.61M 3.85% 9
2024
Q4 		$34.8M Sell
1,650,624
-312,476
-16% -$6.98M 3.4% 10
2024
Q3 		$45.5M Buy
1,963,100
+222,456
+13% +$4.87M 4.38% 9
2024
Q2 		$34.8M Sell
1,740,644
-341,242
-16% -$6.65M 3.39% 11
2024
Q1 		$42.3M Buy
2,081,886
+686,339
+49% +$13.8M 3.92% 10
2023
Q4 		$28.9M Sell
1,395,547
-409,003
-23% -$7.6M 2.94% 12
2023
Q3 		$32M Sell
1,804,550
-157,863
-8% -$3.04M 2.9% 12
2023
Q2 		$38.3M Sell
1,962,413
-509,238
-21% -$9.76M 3.17% 12
2023
Q1 		$48.2M Buy
2,471,651
+176,205
+8% +$3.53M 3.94% 9
2022
Q4 		$44.3M Sell
2,295,446
-792,758
-26% -$15.3M 3.67% 10
2022
Q3 		$57.7M Sell
3,088,204
-420,217
-12% -$9.09M 4.55% 8
2022
Q2 		$74M Sell
3,508,421
-48,356
-1% -$1.11M 5.32% 7
2022
Q1 		$88.5M Buy
3,556,777
+24,425
+0.7% +$589K 5.24% 8
2021
Q4 		$93.1M Buy
3,532,352
+716,248
+25% +$17.7M 5.7% 7
2021
Q3 		$64.3M Buy
2,816,104
+2,393,344
+566% +$57.1M 5.03% 7
2021
Q2 		$9.68M Buy
422,760
+200,892
+91% +$4.47M 1.14% 19
2021
Q1 		$4.56M Buy
221,868
+200,686
+947% +$3.93M 0.84% 24
2020
Q4 		$402K Buy
21,182
+13,802
+187% +$255K 0.11% 135
2020
Q3 		$131K Buy
7,380
+2,822
+62% +$50.8K 0.06% 146
2020
Q2 		$80K Buy
4,558
+1,898
+71% +$33K 0.04% 168
2020
Q1 		$44K Sell
2,660
-9,548
-78% -$204K 0.03% 148
2019
Q4 		$281K Buy
12,208
+1,940
+19% +$45.2K 0.13% 162
2019
Q3 		$242K Buy
10,268
+2,444
+31% +$56K 0.09% 212
2019
Q2 		$174K Sell
7,824
-1,038
-12% -$23.2K 0.06% 242
2019
Q1 		$197K Sell
8,862
-578
-6% -$12.3K 0.05% 202
2018
Q4 		$182K Buy
9,440
+5,240
+125% +$107K 0.06% 195
2018
Q3 		$88K Sell
4,200
-486
-10% -$10.3K 0.02% 247
2018
Q2 		$98K Buy
4,686
+4,182
+830% +$82.7K 0.05% 240
2018
Q1 		$10K Buy
+504
New +$9.71K ﹤0.01% 376

Other funds holding SCHH

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

Rational Advisors's SCHH Position: Q2 2026 in Review

Rational Advisors increased its Schwab US REIT ETF (SCHH) stake by 12% in Q2 2026, buying an estimated $3.44M and bringing the position to 1,366,280 shares worth $32.4M. The position accounts for 2.97% of the portfolio, ranked #11.

Rational Advisors first reported a position in SCHH in Q1 2018 and has held it in 34 quarters since. The position peaked at $93.1M in Q4 2021. 226 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Rational Advisors held 1,366,280 shares of Schwab US REIT ETF worth $32.4M as of Q2 2026.
  • Rational Advisors bought 147,705 Schwab US REIT ETF shares in Q2 2026, an estimated $3.44M.
  • Schwab US REIT ETF made up 2.97% of Rational Advisors's portfolio in Q2 2026, its #11 holding.
  • Rational Advisors first reported a position in Schwab US REIT ETF in Q1 2018 and has held it in 34 quarters since.
  • Rational Advisors's Schwab US REIT ETF position peaked at $93.1M in Q4 2021.
  • 226 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.