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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
Q3 		$5.58M Buy
253,367
+8,279
+3% +$197K 2.7% 9
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

Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $197M AUM 7.58% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

Stanich Group's SCHH Position: Q3 2026 in Review

Stanich Group increased its Schwab US REIT ETF (SCHH) stake by 3.4% in Q3 2026, buying an estimated $197K and bringing the position to 253,367 shares worth $5.58M. The position accounts for 2.7% of the portfolio, ranked #9.

Stanich Group first reported a position in SCHH in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.8M in Q2 2026. 109 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • Stanich Group held 253,367 shares of Schwab US REIT ETF worth $5.58M as of Q3 2026.
  • Stanich Group bought 8,279 Schwab US REIT ETF shares in Q3 2026, an estimated $197K.
  • Schwab US REIT ETF made up 2.7% of Stanich Group's portfolio in Q3 2026, its #9 holding.
  • Stanich Group first reported a position in Schwab US REIT ETF in Q3 2025 and has held it in 5 quarters since.
  • Stanich Group's Schwab US REIT ETF position peaked at $5.8M in Q2 2026.
  • 109 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.