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Sound Income Strategies’s Schwab US REIT ETF SCHH Stock Holding History

Sound Income Strategies’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 		– Sell
-151
Closed -$3.27K – 2046
2026
Q1 		$3.27K Sell
151
-219
-59% -$4.8K ﹤0.01% 2007
2025
Q4 		$8.08K Sell
370
-81
-18% -$1.72K ﹤0.01% 1590
2025
Q3 		$9.5K Sell
451
-306
-40% -$6.53K ﹤0.01% 1021
2025
Q2 		$16K Sell
757
-3,651
-83% -$76.5K ﹤0.01% 811
2025
Q1 		$94.8K Buy
4,408
+1,623
+58% +$34.7K 0.01% 400
2024
Q4 		$58.7K Buy
2,785
+2,026
+267% +$45.3K ﹤0.01% 430
2024
Q3 		$17.6K Buy
759
+608
+403% +$13.3K ﹤0.01% 669
2024
Q2 		$3.02K Hold
151
– – ﹤0.01% 1042
2024
Q1 		$3.06K Hold
151
– – ﹤0.01% 984
2023
Q4 		$3.13K Hold
151
– – ﹤0.01% 973
2023
Q3 		$2.68K Hold
151
– – ﹤0.01% 853
2023
Q2 		$2.95K Sell
151
-296
-66% -$5.68K ﹤0.01% 835
2023
Q1 		$8.72K Sell
447
-9
-2% -$180 ﹤0.01% 590
2022
Q4 		$8.8K Sell
456
-46
-9% -$885 ﹤0.01% 549
2022
Q3 		$9K Buy
+502
New +$10.9K ﹤0.01% 489
2021
Q2 		– Sell
-258
Closed -$5.3K – 1014
2021
Q1 		$5.3K Buy
+258
New +$5.05K ﹤0.01% 609
2020
Q3 		– Sell
-14
Closed – – 924
2020
Q2 		$0 Hold
14
– – ﹤0.01% 865
2020
Q1 		$0 Sell
14
-8
-36% -$171 ﹤0.01% 861
2019
Q4 		$1K Buy
22
+8
+57% +$186 ﹤0.01% 658
2019
Q3 		$0 Hold
14
– – ﹤0.01% 751
2019
Q2 		$0 Hold
14
– – ﹤0.01% 757
2019
Q1 		$0 Hold
14
– – ﹤0.01% 775
2018
Q4 		$0 Sell
14
-184
-93% -$3.76K ﹤0.01% 777
2018
Q3 		$4K Buy
198
+184
+1,314% +$3.89K ﹤0.01% 478
2018
Q2 		$0 Hold
14
– – ﹤0.01% 756
2018
Q1 		$0 Buy
+14
New +$270 ﹤0.01% 657

Other funds holding SCHH

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
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
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sound Income Strategies's SCHH Position: Q2 2026 in Review

Sound Income Strategies sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 151 shares — an estimated $3.27K sold.

Sound Income Strategies first reported a position in SCHH in Q1 2018 and held it in 26 quarters. The position peaked at $94.8K in Q1 2025. 296 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Sound Income Strategies reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 151 Schwab US REIT ETF shares in Q2 2026, an estimated $3.27K.
  • Sound Income Strategies first reported a position in Schwab US REIT ETF in Q1 2018 and held it in 26 quarters.
  • Sound Income Strategies's Schwab US REIT ETF position peaked at $94.8K in Q1 2025.
  • 296 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.