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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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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.

594 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.
  • 594 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.