SMI Advisory Services
SCHH icon

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
Q3 		– Sell
-9,630
Closed -$230K – 62
2026
Q2 		$230K Buy
+9,630
New +$225K 0.04% 61

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Pioneer Wealth Management Group
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SMI Advisory Services's SCHH Position: Q3 2026 in Review

SMI Advisory Services sold out of Schwab US REIT ETF (SCHH) in Q3 2026, closing a stake of 9,630 shares — an estimated $230K sold.

SMI Advisory Services first reported a position in SCHH in Q2 2026 and held it in 1 quarter. The position peaked at $230K in Q2 2026. 419 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • SMI Advisory Services reported no remaining Schwab US REIT ETF position as of Q3 2026 after selling out during the quarter.
  • SMI Advisory Services sold 9,630 Schwab US REIT ETF shares in Q3 2026, an estimated $230K.
  • SMI Advisory Services first reported a position in Schwab US REIT ETF in Q2 2026 and held it in 1 quarter.
  • SMI Advisory Services's Schwab US REIT ETF position peaked at $230K in Q2 2026.
  • 419 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.