SG
SCHH icon

Stanich Group’s Schwab US REIT ETF SCHH Stock Holding History

Stanich Group’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 		$5.8M Buy
245,088
+18,017
+8% +$420K 3.65% 5
2026
Q1 		$4.88M Buy
227,071
+16,653
+8% +$365K 3.72% 5
2025
Q4 		$4.4M Buy
210,418
+14,281
+7% +$303K 3.31% 6
2025
Q3 		$4.23M Buy
+196,137
New +$4.18M 2.59% 9

Other funds holding SCHH

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Stanich Group's SCHH Position: Q2 2026 in Review

Stanich Group increased its Schwab US REIT ETF (SCHH) stake by 7.9% in Q2 2026, buying an estimated $420K and bringing the position to 245,088 shares worth $5.8M. The position accounts for 3.65% of the portfolio, ranked #5.

Stanich Group first reported a position in SCHH in Q3 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Stanich Group held 245,088 shares of Schwab US REIT ETF worth $5.8M as of Q2 2026.
  • Stanich Group bought 18,017 Schwab US REIT ETF shares in Q2 2026, an estimated $420K.
  • Schwab US REIT ETF made up 3.65% of Stanich Group's portfolio in Q2 2026, its #5 holding.
  • Stanich Group first reported a position in Schwab US REIT ETF in Q3 2025 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Stanich Group's 13F filing for Q2 2026, filed 16 Jul 2026.