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	–	513
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

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 22.9% 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

Red Door Wealth Management's SCHH Position: Q2 2026 in Review

Red Door Wealth Management opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 8,757 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #306 among its holdings. This is a return to the name: Red Door Wealth Management previously reported a position in SCHH as recently as Q4 2025.

Red Door Wealth Management first reported a position in SCHH in Q1 2020 and has held it in 8 quarters since. The position peaked at $334K in Q3 2025. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Red Door Wealth Management held 8,757 shares of Schwab US REIT ETF worth $207K as of Q2 2026.
Schwab US REIT ETF was a new Red Door Wealth Management position in Q2 2026.
Schwab US REIT ETF made up 0.02% of Red Door Wealth Management's portfolio in Q2 2026, its #306 holding.
Red Door Wealth Management first reported a position in Schwab US REIT ETF in Q1 2020 and has held it in 8 quarters since.
Red Door Wealth Management's Schwab US REIT ETF position peaked at $334K in Q3 2025.
597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.