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

SHP 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
Q1 		$24K Hold
1,118
– – ﹤0.01% 678
2025
Q4 		$23.4K Buy
+1,118
New +$23.7K ﹤0.01% 653

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 $424B AUM 22.96% 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

SHP Wealth Management's SCHH Position: Q1 2026 in Review

SHP Wealth Management held its Schwab US REIT ETF (SCHH) position steady in Q1 2026 at 1,118 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

SHP Wealth Management first reported a position in SCHH in Q4 2025 and has held it in 2 quarters since. 566 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • SHP Wealth Management held 1,118 shares of Schwab US REIT ETF worth $24K as of Q1 2026.
  • SHP Wealth Management left its Schwab US REIT ETF share count unchanged in Q1 2026.
  • Schwab US REIT ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #678 holding.
  • SHP Wealth Management first reported a position in Schwab US REIT ETF in Q4 2025 and has held it in 2 quarters since.
  • 566 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.