Red Door Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Red Door Wealth Management’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	$207K	Buy	+8,757	New	+$204K	0.02%	306
2026 Q1	–	Sell	-14,738	Closed	-$308K	–	314
2025 Q4	$308K	Sell	14,738 -756	-5%	-$16K	0.03%	221
2025 Q3	$334K	Buy	15,494 +1,140	+8%	+$24.3K	0.04%	217
2025 Q2	$304K	Sell	14,354 -21	-0.1%	-$440	0.04%	206
2025 Q1	$309K	Buy	+14,375	New	+$307K	0.05%	181
2021 Q3	–	Sell	-1,500	Closed	-$34K	–	518
2021 Q2	$34K	Buy	+1,500	New	+$33.3K	0.01%	290
2020 Q3	–	Sell	-1,504	Closed	-$26K	–	348
2020 Q2	$26K	Sell	1,504 -42	-3%	-$729	0.02%	229
2020 Q1	$25K	Buy	+1,546	New	+$33K	0.02%	211

Other funds holding SCHH

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return