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

Stratos 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
Q1 		– Sell
-162,591
Closed -$3.4M – 668
2025
Q4 		$3.4M Sell
162,591
-12,138
-7% -$257K 0.16% 138
2025
Q3 		$3.77M Sell
174,729
-2,420
-1% -$51.6K 0.18% 129
2025
Q2 		$3.75M Sell
177,149
-82,088
-32% -$1.72M 0.2% 125
2025
Q1 		$5.58M Sell
259,237
-12,224
-5% -$261K 0.3% 77
2024
Q4 		$5.72M Sell
271,461
-7,552
-3% -$169K 0.27% 90
2024
Q3 		$6.46M Buy
279,013
+16,106
+6% +$352K 0.3% 79
2024
Q2 		$5.25M Buy
262,907
+1,202
+0.5% +$23.4K 0.26% 93
2024
Q1 		$5.31M Buy
261,705
+12,436
+5% +$249K 0.31% 81
2023
Q4 		$5.16M Buy
249,269
+881
+0.4% +$16.4K 0.3% 98
2023
Q3 		$4.41M Buy
248,388
+100,138
+68% +$1.93M 0.29% 98
2023
Q2 		$2.9M Buy
148,250
+3,291
+2% +$63.1K 0.21% 134
2023
Q1 		$2.83M Buy
144,959
+13,322
+10% +$267K 0.22% 132
2022
Q4 		$2.54M Sell
131,637
-12,491
-9% -$240K 0.21% 136
2022
Q3 		$2.69M Buy
144,128
+24,284
+20% +$525K 0.28% 100
2022
Q2 		$2.53M Sell
119,844
-19,978
-14% -$460K 0.23% 115
2022
Q1 		$3.48M Sell
139,822
-23,066
-14% -$557K 0.28% 95
2021
Q4 		$4.29M Buy
162,888
+28,042
+21% +$691K 0.31% 83
2021
Q3 		$3.08M Buy
134,846
+35,372
+36% +$843K 0.26% 109
2021
Q2 		$2.28M Buy
99,474
+60,432
+155% +$1.34M 0.2% 134
2021
Q1 		$802K Buy
39,042
+20,826
+114% +$407K 0.09% 244
2020
Q4 		$346K Sell
18,216
-12,482
-41% -$231K 0.05% 298
2020
Q3 		$543K Sell
30,698
-1,544
-5% -$27.8K 0.13% 173
2020
Q2 		$568K Buy
32,242
+6,500
+25% +$113K 0.17% 128
2020
Q1 		$421K Sell
25,742
-85,890
-77% -$1.83M 0.3% 82
2019
Q4 		$2.56M Sell
111,632
-14,220
-11% -$331K 1.45% 14
2019
Q3 		$2.97M Sell
125,852
-11,254
-8% -$258K 1.14% 18
2019
Q2 		$3.05M Buy
137,106
+61,532
+81% +$1.37M 1.22% 19
2019
Q1 		$1.68M Buy
75,574
+24,322
+47% +$516K 0.91% 23
2018
Q4 		$987K Buy
+51,252
New +$1.05M 0.66% 40

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Stratos Wealth Advisors's SCHH Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 162,591 shares — an estimated $3.4M sold.

Stratos Wealth Advisors first reported a position in SCHH in Q4 2018 and held it in 29 quarters. The position peaked at $6.46M in Q3 2024. 568 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Stratos Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 162,591 Schwab US REIT ETF shares in Q1 2026, an estimated $3.4M.
  • Stratos Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 29 quarters.
  • Stratos Wealth Advisors's Schwab US REIT ETF position peaked at $6.46M in Q3 2024.
  • 568 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.