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Savvy Advisors Inc’s Schwab US REIT ETF SCHH Stock Holding History

Savvy Advisors Inc’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 		$360K Buy
16,756
+1,354
+9% +$29.7K 0.01% 794
2025
Q4 		$322K Buy
+15,402
New +$327K 0.01% 742
2024
Q3 		– Sell
-12,026
Closed -$240K – 369
2024
Q2 		$240K Sell
12,026
-898
-7% -$17.5K 0.08% 251
2024
Q1 		$262K Sell
12,924
-2,721
-17% -$54.6K 0.15% 179
2023
Q4 		$324K Buy
+15,645
New +$291K 0.31% 97

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Savvy Advisors Inc's SCHH Position: Q1 2026 in Review

Savvy Advisors Inc increased its Schwab US REIT ETF (SCHH) stake by 8.8% in Q1 2026, buying an estimated $29.7K and bringing the position to 16,756 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #794.

Savvy Advisors Inc first reported a position in SCHH in Q4 2023 and has held it in 5 quarters since. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Savvy Advisors Inc held 16,756 shares of Schwab US REIT ETF worth $360K as of Q1 2026.
  • Savvy Advisors Inc bought 1,354 Schwab US REIT ETF shares in Q1 2026, an estimated $29.7K.
  • Schwab US REIT ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #794 holding.
  • Savvy Advisors Inc first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 5 quarters since.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.