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Spire Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Spire Wealth Management’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 		$4.58K Hold
193
– – ﹤0.01% 1844
2026
Q1 		$4.15K Hold
193
– – ﹤0.01% 1885
2025
Q4 		$4.03K Buy
193
+124
+180% +$2.63K ﹤0.01% 1957
2025
Q3 		$1.49K Hold
69
– – ﹤0.01% 2209
2025
Q2 		$1.46K Sell
69
-503
-88% -$10.5K ﹤0.01% 2230
2025
Q1 		$12.3K Sell
572
-135
-19% -$2.88K ﹤0.01% 1773
2024
Q4 		$14.9K Buy
707
+379
+116% +$8.47K ﹤0.01% 1721
2024
Q3 		$7.59K Sell
328
-205
-38% -$4.49K ﹤0.01% 1718
2024
Q2 		$10.6K Sell
533
-3,614
-87% -$70.5K ﹤0.01% 1617
2024
Q1 		$84.2K Buy
4,147
+1,110
+37% +$22.3K ﹤0.01% 1047
2023
Q4 		$61K Sell
3,037
-6
-0.2% -$112 ﹤0.01% 1140
2023
Q3 		$54K Buy
3,043
+11
+0.4% +$212 ﹤0.01% 1157
2023
Q2 		$59.2K Sell
3,032
-4,604
-60% -$88.3K ﹤0.01% 1135
2023
Q1 		$149K Sell
7,636
-4,764
-38% -$95.4K 0.01% 818
2022
Q4 		$239K Buy
12,400
+11,601
+1,452% +$223K 0.01% 510
2022
Q3 		$15K Sell
799
-965
-55% -$20.9K ﹤0.01% 1447
2022
Q2 		$37K Sell
1,764
-17,121
-91% -$394K ﹤0.01% 1429
2022
Q1 		$470K Buy
18,885
+5,145
+37% +$124K 0.01% 594
2021
Q4 		$362K Sell
13,740
-952
-6% -$23.5K 0.01% 820
2021
Q3 		$336K Sell
14,692
-1,126
-7% -$26.8K 0.01% 716
2021
Q2 		$362K Sell
15,818
-32
-0.2% -$711 0.01% 713
2021
Q1 		$326K Buy
+15,850
New +$310K 0.01% 822

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

Spire Wealth Management's SCHH Position: Q2 2026 in Review

Spire Wealth Management held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 193 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Spire Wealth Management first reported a position in SCHH in Q1 2021 and has held it in 22 quarters since. The position peaked at $470K in Q1 2022. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Spire Wealth Management held 193 shares of Schwab US REIT ETF worth $4.58K as of Q2 2026.
  • Spire Wealth Management left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1844 holding.
  • Spire Wealth Management first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Schwab US REIT ETF position peaked at $470K in Q1 2022.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.