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Strategic Family Wealth Counselors’s Schwab US REIT ETF SCHH Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		$354K Sell
16,461
-2,853
-15% -$62.5K 0.09% 118
2025
Q4 		$415K Sell
19,314
-4,743
-20% -$101K 0.09% 134
2025
Q3 		$519K Buy
24,057
+36
+0.1% +$768 0.13% 95
2025
Q2 		$508K Buy
24,021
+215
+0.9% +$4.5K 0.14% 92
2025
Q1 		$512K Buy
23,806
+11,319
+91% +$242K 0.17% 82
2024
Q4 		$263K Buy
12,487
+2,173
+21% +$48.6K 0.09% 117
2024
Q3 		$239K Hold
10,314
– – 0.08% 116
2024
Q2 		$206K Hold
10,314
– – 0.08% 118
2024
Q1 		$209K Sell
10,314
-868
-8% -$17.4K 0.08% 110
2023
Q4 		$232K Buy
+11,182
New +$208K 0.1% 104
2023
Q1 		– Sell
-49,833
Closed -$961K – 110
2022
Q4 		$961K Buy
+49,833
New +$959K 0.48% 42
2020
Q4 		– Sell
-18,000
Closed -$318K – 84
2020
Q3 		$318K Sell
18,000
-9,114
-34% -$164K 0.18% 57
2020
Q2 		$477K Sell
27,114
-11,694
-30% -$203K 0.3% 48
2020
Q1 		$635K Sell
38,808
-28,634
-42% -$611K 0.47% 38
2019
Q4 		$1.55M Buy
67,442
+20
+0% +$466 1.25% 21
2019
Q3 		$1.59M Sell
67,422
-608
-0.9% -$13.9K 1.2% 21
2019
Q2 		$1.51M Sell
68,030
-7,092
-9% -$158K 1.17% 21
2019
Q1 		$1.67M Buy
75,122
+13,368
+22% +$284K 1.35% 20
2018
Q4 		$1.19M Buy
+61,754
New +$1.26M 1.35% 21

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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 $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Strategic Family Wealth Counselors's SCHH Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Schwab US REIT ETF (SCHH) stake by 15% in Q1 2026, selling an estimated $62.5K and leaving 16,461 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #118.

Strategic Family Wealth Counselors first reported a position in SCHH in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.67M in Q1 2019. 566 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Strategic Family Wealth Counselors held 16,461 shares of Schwab US REIT ETF worth $354K as of Q1 2026.
  • Strategic Family Wealth Counselors sold 2,853 Schwab US REIT ETF shares in Q1 2026, an estimated $62.5K.
  • Schwab US REIT ETF made up 0.09% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #118 holding.
  • Strategic Family Wealth Counselors first reported a position in Schwab US REIT ETF in Q4 2018 and has held it in 19 quarters since.
  • Strategic Family Wealth Counselors's Schwab US REIT ETF position peaked at $1.67M in Q1 2019.
  • 566 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.