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Strategic Advisory Partners’s Schwab US REIT ETF SCHH Stock Holding History

Strategic Advisory Partners’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
-1,340
Closed -$28.8K – 81
2026
Q1 		$28.8K Buy
+1,340
New +$29.4K 0.02% 71

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Fidelity Investments
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Creative Planning
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Envestnet Asset Management
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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

Strategic Advisory Partners's SCHH Position: Q2 2026 in Review

Strategic Advisory Partners sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 1,340 shares — an estimated $28.8K sold.

Strategic Advisory Partners first reported a position in SCHH in Q1 2026 and held it in 1 quarter. The position peaked at $28.8K in Q1 2026. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Strategic Advisory Partners reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Advisory Partners sold 1,340 Schwab US REIT ETF shares in Q2 2026, an estimated $28.8K.
  • Strategic Advisory Partners first reported a position in Schwab US REIT ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Advisory Partners's Schwab US REIT ETF position peaked at $28.8K in Q1 2026.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Strategic Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.