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

Smallwood Wealth Investment 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 		$142K Hold
6,008
– – 0.06% 114
2026
Q1 		$129K Hold
6,008
– – 0.07% 105
2025
Q4 		$126K Sell
6,008
-212
-3% -$4.5K 0.07% 105
2025
Q3 		$134K Hold
6,220
– – 0.07% 106
2025
Q2 		$132K Sell
6,220
-215
-3% -$4.5K 0.08% 99
2025
Q1 		$138K Buy
+6,435
New +$138K 0.09% 90

Other funds holding SCHH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Smallwood Wealth Investment Management's SCHH Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 6,008 shares worth $142K. The position accounts for 0.06% of the portfolio, ranked #114.

Smallwood Wealth Investment Management first reported a position in SCHH in Q1 2025 and has held it in 6 quarters since. 316 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Smallwood Wealth Investment Management held 6,008 shares of Schwab US REIT ETF worth $142K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.06% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #114 holding.
  • Smallwood Wealth Investment Management first reported a position in Schwab US REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • 316 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.