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Rooted Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Rooted Wealth 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 		$3.89M Buy
164,400
+8,696
+6% +$203K 0.95% 28
2026
Q1 		$3.66M Buy
155,704
+10,238
+7% +$224K 0.96% 28
2025
Q4 		$3.15M Buy
145,466
+10,887
+8% +$231K 0.89% 26
2025
Q3 		$2.9M Sell
134,579
-37,629
-22% -$803K 0.88% 26
2025
Q2 		$3.66M Buy
172,208
+9,894
+6% +$207K 1.27% 19
2025
Q1 		$3.25M Sell
162,314
-6,164
-4% -$132K 1.4% 18
2024
Q4 		$3.48M Buy
168,478
+5,560
+3% +$124K 1.36% 17
2024
Q3 		$3.66M Buy
162,918
+131,087
+412% +$2.87M 1.63% 13
2024
Q2 		$674K Sell
31,831
-303
-0.9% -$5.91K 0.3% 48
2024
Q1 		$634K Buy
32,134
+1,631
+5% +$32.7K 0.31% 48
2023
Q4 		$600K Buy
30,503
+1,008
+3% +$18.7K 0.31% 49
2023
Q3 		$548K Buy
29,495
+4,131
+16% +$79.5K 0.34% 45
2023
Q2 		$501K Buy
25,364
+1,397
+6% +$26.8K 0.34% 45
2023
Q1 		$456K Buy
23,967
+2,711
+13% +$54.3K 0.34% 49
2022
Q4 		$410K Buy
+21,256
New +$409K 0.34% 47

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

Rooted Wealth Advisors's SCHH Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Schwab US REIT ETF (SCHH) stake by 5.6% in Q2 2026, buying an estimated $203K and bringing the position to 164,400 shares worth $3.89M. The position accounts for 0.95% of the portfolio, ranked #28.

Rooted Wealth Advisors first reported a position in SCHH in Q4 2022 and has held it in 15 quarters since. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Rooted Wealth Advisors held 164,400 shares of Schwab US REIT ETF worth $3.89M as of Q2 2026.
  • Rooted Wealth Advisors bought 8,696 Schwab US REIT ETF shares in Q2 2026, an estimated $203K.
  • Schwab US REIT ETF made up 0.95% of Rooted Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Rooted Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.