SWA
SCHH icon

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

Strata 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 		$374K Hold
15,775
– – 0.09% 66
2026
Q1 		$339K Sell
15,775
-44
-0.3% -$965 0.09% 65
2025
Q4 		$330K Hold
15,819
– – 0.09% 65
2025
Q3 		$341K Hold
15,819
– – 0.09% 73
2025
Q2 		$335K Buy
+15,819
New +$331K 0.09% 61
2023
Q4 		– Sell
-114,751
Closed -$2.04M – 71
2023
Q3 		$2.04M Buy
+114,751
New +$2.21M 0.98% 11
2023
Q1 		$1.25M Buy
64,051
+33,918
+113% +$679K 0.64% 17
2022
Q4 		$581K Buy
+30,133
New +$580K 0.32% 25

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

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

Strata Wealth Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 15,775 shares worth $374K. The position accounts for 0.09% of the portfolio, ranked #66.

Strata Wealth Advisors first reported a position in SCHH in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.04M in Q3 2023. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Strata Wealth Advisors held 15,775 shares of Schwab US REIT ETF worth $374K as of Q2 2026.
  • Strata Wealth Advisors left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.09% of Strata Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Strata Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 8 quarters since.
  • Strata Wealth Advisors's Schwab US REIT ETF position peaked at $2.04M in Q3 2023.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.