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

Strategic Wealth 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	$8.05K	Buy	340 +168	+98%	+$3.92K	﹤0.01%	966
2026 Q1	$3.7K	Sell	172 -63	-27%	-$1.38K	﹤0.01%	1088
2025 Q4	$4.91K	Hold	235	–	–	﹤0.01%	1053
2025 Q3	$5.07K	Hold	235	–	–	﹤0.01%	1031
2025 Q2	$4.97K	Buy	+235	New	+$4.92K	﹤0.01%	899
2019 Q4	–	Sell	-234	Closed	-$5.52K	–	431
2019 Q3	$5.52K	Sell	234 -240	-51%	-$5.5K	0.03%	173
2019 Q2	$10K	Buy	474 +10	+2%	+$223	﹤0.01%	500
2019 Q1	$10K	Buy	+464	New	+$9.85K	﹤0.01%	528

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 Wealth Partners's SCHH Position: Q2 2026 in Review

Strategic Wealth Partners increased its Schwab US REIT ETF (SCHH) stake by 98% in Q2 2026, buying an estimated $3.92K and bringing the position to 340 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Strategic Wealth Partners first reported a position in SCHH in Q1 2019 and has held it in 8 quarters since. The position peaked at $10K in Q2 2019. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Strategic Wealth Partners held 340 shares of Schwab US REIT ETF worth $8.05K as of Q2 2026.
Strategic Wealth Partners bought 168 Schwab US REIT ETF shares in Q2 2026, an estimated $3.92K.
Schwab US REIT ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #966 holding.
Strategic Wealth Partners first reported a position in Schwab US REIT ETF in Q1 2019 and has held it in 8 quarters since.
Strategic Wealth Partners's Schwab US REIT ETF position peaked at $10K in Q2 2019.
590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.