Ritter Daniher Financial Advisory’s Schwab US REIT ETF SCHH Stock Holding History

Ritter Daniher Financial Advisory’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	$6.63K	Buy	280 +2	+0.7%	+$47	﹤0.01%	488
2026 Q1	$5.98K	Buy	278 +1	+0.4%	+$22	﹤0.01%	491
2025 Q4	$5.78K	Buy	+277	New	+$5.87K	﹤0.01%	497
2023 Q4	–	Sell	-23	Closed	-$410	–	366
2023 Q3	$410	Hold	23	–	–	﹤0.01%	346
2023 Q2	$448	Sell	23 -251	-92%	-$4.81K	﹤0.01%	314
2023 Q1	$5.34K	Buy	274 +251	+1,091%	+$5.03K	﹤0.01%	231
2022 Q4	$435	Buy	+23	New	+$443	﹤0.01%	275
2022 Q3	–	Sell	-26	Closed	-$1K	–	255
2022 Q2	$1K	Buy	26 +4	+18%	+$92	﹤0.01%	238
2022 Q1	$1K	Sell	22 -50	-69%	-$1.21K	﹤0.01%	239
2021 Q4	$2K	Buy	72 +50	+227%	+$1.23K	﹤0.01%	220
2021 Q3	$1K	Hold	22	–	–	﹤0.01%	206
2021 Q2	$1K	Hold	22	–	–	﹤0.01%	201
2021 Q1	$0	Hold	22	–	–	﹤0.01%	198
2020 Q4	$0	Buy	+22	New	+$407	﹤0.01%	187

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

Ritter Daniher Financial Advisory's SCHH Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Schwab US REIT ETF (SCHH) stake by 0.72% in Q2 2026, buying an estimated $47 and bringing the position to 280 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Ritter Daniher Financial Advisory first reported a position in SCHH in Q4 2020 and has held it in 14 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Ritter Daniher Financial Advisory held 280 shares of Schwab US REIT ETF worth $6.63K as of Q2 2026.
Ritter Daniher Financial Advisory bought 2 Schwab US REIT ETF shares in Q2 2026, an estimated $47.
Schwab US REIT ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #488 holding.
Ritter Daniher Financial Advisory first reported a position in Schwab US REIT ETF in Q4 2020 and has held it in 14 quarters since.
594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.