SOA Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

SOA Wealth Advisors’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	$13.2K	Hold	557	–	–	﹤0.01%	571
2026 Q1	$12K	Hold	557	–	–	﹤0.01%	564
2025 Q4	$11.6K	Hold	557	–	–	﹤0.01%	577
2025 Q3	$12K	Hold	557	–	–	﹤0.01%	585
2025 Q2	$11.8K	Buy	+557	New	+$11.7K	﹤0.01%	577
2024 Q2	–	Sell	-44	Closed	-$893	–	910
2024 Q1	$893	Hold	44	–	–	﹤0.01%	772
2023 Q4	$911	Sell	44 -132	-75%	-$2.45K	﹤0.01%	763
2023 Q3	$3.12K	Hold	176	–	–	﹤0.01%	669
2023 Q2	$3.44K	Sell	176 -20	-10%	-$383	﹤0.01%	663
2023 Q1	$3.82K	Hold	196	–	–	﹤0.01%	657
2022 Q4	$3.78K	Hold	196	–	–	﹤0.01%	657
2022 Q3	$3K	Sell	196 -8	-4%	-$173	﹤0.01%	678
2022 Q2	$4K	Hold	204	–	–	﹤0.01%	621
2022 Q1	$5K	Buy	204 +44	+28%	+$1.06K	﹤0.01%	694
2021 Q4	$4K	Hold	160	–	–	﹤0.01%	704
2021 Q3	$3K	Hold	160	–	–	﹤0.01%	763
2021 Q2	$3K	Hold	160	–	–	﹤0.01%	738
2021 Q1	$3K	Buy	160 +20	+14%	+$391	﹤0.01%	689
2020 Q4	$2K	Buy	+140	New	+$2.59K	﹤0.01%	701

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

SOA Wealth Advisors's SCHH Position: Q2 2026 in Review

SOA Wealth Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 557 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

SOA Wealth Advisors first reported a position in SCHH in Q4 2020 and has held it in 19 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

SOA Wealth Advisors held 557 shares of Schwab US REIT ETF worth $13.2K as of Q2 2026.
SOA Wealth Advisors left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #571 holding.
SOA Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2020 and has held it in 19 quarters since.
594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.