SWM
SCHH icon

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

Sagace 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 		$2.83M Sell
119,715
-3,478
-3% -$81.1K 1.78% 21
2026
Q1 		$2.65M Sell
123,193
-1,093
-0.9% -$24K 1.77% 23
2025
Q4 		$2.6M Buy
124,286
+742
+0.6% +$15.7K 1.76% 22
2025
Q3 		$2.66M Buy
123,544
+8,126
+7% +$173K 1.81% 22
2025
Q2 		$2.44M Buy
115,418
+4,666
+4% +$97.8K 1.83% 21
2025
Q1 		$2.38M Buy
110,752
+463
+0.4% +$9.89K 1.8% 19
2024
Q4 		$2.32M Buy
+110,289
New +$2.46M 1.74% 19

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

Sagace Wealth Management's SCHH Position: Q2 2026 in Review

Sagace Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 2.8% in Q2 2026, selling an estimated $81.1K and leaving 119,715 shares worth $2.83M. The position accounts for 1.78% of the portfolio, ranked #21.

Sagace Wealth Management first reported a position in SCHH in Q4 2024 and has held it in 7 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Sagace Wealth Management held 119,715 shares of Schwab US REIT ETF worth $2.83M as of Q2 2026.
  • Sagace Wealth Management sold 3,478 Schwab US REIT ETF shares in Q2 2026, an estimated $81.1K.
  • Schwab US REIT ETF made up 1.78% of Sagace Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Sagace Wealth Management first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.