Strategic Financial Services’s Schwab US REIT ETF SCHH Stock Holding History

Strategic Financial Services’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	$205K	Buy	+8,650	New	+$202K	0.01%	155
2025 Q2	–	Sell	-9,800	Closed	-$211K	–	142
2025 Q1	$211K	Hold	9,800	–	–	0.01%	129
2024 Q4	$206K	Hold	9,800	–	–	0.01%	131
2024 Q3	$227K	Buy	+9,800	New	+$214K	0.01%	132
2024 Q1	–	Sell	-9,800	Closed	-$203K	–	130
2023 Q4	$203K	Buy	+9,800	New	+$182K	0.01%	126
2022 Q3	–	Sell	-9,800	Closed	-$207K	–	132
2022 Q2	$207K	Hold	9,800	–	–	0.02%	126
2022 Q1	$244K	Hold	9,800	–	–	0.02%	123
2021 Q4	$258K	Hold	9,800	–	–	0.02%	120
2021 Q3	$224K	Hold	9,800	–	–	0.02%	118
2021 Q2	$224K	Sell	9,800 -288	-3%	-$6.4K	0.02%	134
2021 Q1	$207K	Buy	+10,088	New	+$197K	0.02%	133
2017 Q2	–	Sell	-12,274	Closed	-$250K	–	119
2017 Q1	$250K	Buy	12,274 +2,024	+20%	+$41.5K	0.05%	109
2016 Q4	$210K	Buy	+10,250	New	+$206K	0.04%	110

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 Financial Services's SCHH Position: Q2 2026 in Review

Strategic Financial Services opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 8,650 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #155 among its holdings. This is a return to the name: Strategic Financial Services previously reported a position in SCHH as recently as Q1 2025.

Strategic Financial Services first reported a position in SCHH in Q4 2016 and has held it in 13 quarters since. The position peaked at $258K in Q4 2021. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Strategic Financial Services held 8,650 shares of Schwab US REIT ETF worth $205K as of Q2 2026.
Schwab US REIT ETF was a new Strategic Financial Services position in Q2 2026.
Schwab US REIT ETF made up 0.01% of Strategic Financial Services's portfolio in Q2 2026, its #155 holding.
Strategic Financial Services first reported a position in Schwab US REIT ETF in Q4 2016 and has held it in 13 quarters since.
Strategic Financial Services's Schwab US REIT ETF position peaked at $258K in Q4 2021.
594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.