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SageView Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-842
Closed -$17.6K – 2079
2025
Q4 		$17.6K Buy
+842
New +$17.9K ﹤0.01% 1506
2024
Q2 		– Sell
-56,123
Closed -$2.58M – 721
2024
Q1 		$2.58M Buy
+56,123
New +$1.13M 0.13% 95

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

SageView Advisory Group's SCHH Position: Q1 2026 in Review

SageView Advisory Group sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 842 shares — an estimated $17.6K sold.

SageView Advisory Group first reported a position in SCHH in Q1 2024 and held it in 2 quarters. The position peaked at $2.58M in Q1 2024. 569 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • SageView Advisory Group reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 842 Schwab US REIT ETF shares in Q1 2026, an estimated $17.6K.
  • SageView Advisory Group first reported a position in Schwab US REIT ETF in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Schwab US REIT ETF position peaked at $2.58M in Q1 2024.
  • 569 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.