SMI Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History

SMI Advisory Services’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	$230K	Buy	+9,630	New	+$225K	0.04%	61

Other funds holding SCHH

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

SMI Advisory Services's SCHH Position: Q2 2026 in Review

SMI Advisory Services opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 9,630 shares worth $230K. The stake represents 0.04% of the portfolio and ranks #61 among its holdings.

118 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

SMI Advisory Services held 9,630 shares of Schwab US REIT ETF worth $230K as of Q2 2026.
Schwab US REIT ETF was a new SMI Advisory Services position in Q2 2026.
Schwab US REIT ETF made up 0.04% of SMI Advisory Services's portfolio in Q2 2026, its #61 holding.
118 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.