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RFG Holdings’s Schwab US REIT ETF SCHH Stock Holding History

RFG Holdings’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 		$406K Sell
17,140
-2,852
-14% -$66.5K 0.09% 56
2026
Q1 		$430K Sell
19,992
-145,275
-88% -$3.18M 0.11% 47
2025
Q4 		$3.45M Sell
165,267
-1,422
-0.9% -$30.2K 0.87% 15
2025
Q3 		$3.6M Buy
166,689
+8,939
+6% +$191K 0.93% 14
2025
Q2 		$3.34M Buy
157,750
+2,608
+2% +$54.6K 0.97% 13
2025
Q1 		$3.34M Buy
155,142
+14,466
+10% +$309K 1.09% 12
2024
Q4 		$2.96M Buy
+140,676
New +$3.14M 0.98% 13

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

RFG Holdings's SCHH Position: Q2 2026 in Review

RFG Holdings reduced its Schwab US REIT ETF (SCHH) stake by 14% in Q2 2026, selling an estimated $66.5K and leaving 17,140 shares worth $406K. The position accounts for 0.09% of the portfolio, ranked #56.

RFG Holdings first reported a position in SCHH in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.6M in Q3 2025. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • RFG Holdings held 17,140 shares of Schwab US REIT ETF worth $406K as of Q2 2026.
  • RFG Holdings sold 2,852 Schwab US REIT ETF shares in Q2 2026, an estimated $66.5K.
  • Schwab US REIT ETF made up 0.09% of RFG Holdings's portfolio in Q2 2026, its #56 holding.
  • RFG Holdings first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • RFG Holdings's Schwab US REIT ETF position peaked at $3.6M in Q3 2025.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on RFG Holdings's 13F filing for Q2 2026, filed 29 Jul 2026.