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Summit Financial Strategies’s Schwab US REIT ETF SCHH Stock Holding History

Summit Financial Strategies’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 		$213K Sell
8,997
-8,434
-48% -$197K 0.02% 152
2026
Q1 		$375K Buy
17,431
+4,139
+31% +$90.7K 0.03% 115
2025
Q4 		$278K Sell
13,292
-9,541
-42% -$202K 0.02% 131
2025
Q3 		$493K Sell
22,833
-579
-2% -$12.3K 0.04% 92
2025
Q2 		$495K Buy
23,412
+3,084
+15% +$64.6K 0.05% 87
2025
Q1 		$437K Sell
20,328
-3,053
-13% -$65.2K 0.04% 93
2024
Q4 		$492K Buy
23,381
+2,361
+11% +$52.8K 0.05% 83
2024
Q3 		$487K Sell
21,020
-1,484
-7% -$32.5K 0.05% 84
2024
Q2 		$449K Sell
22,504
-2,241
-9% -$43.7K 0.06% 83
2024
Q1 		$502K Sell
24,745
-357
-1% -$7.16K 0.07% 80
2023
Q4 		$520K Buy
25,102
+27
+0.1% +$502 0.08% 69
2023
Q3 		$445K Buy
25,075
+4,245
+20% +$81.7K 0.08% 70
2023
Q2 		$407K Buy
20,830
+3,031
+17% +$58.1K 0.08% 77
2023
Q1 		$347K Buy
17,799
+5,168
+41% +$104K 0.07% 85
2022
Q4 		$244K Buy
12,631
+1,035
+9% +$19.9K 0.05% 101
2022
Q3 		$217K Sell
11,596
-238
-2% -$5.15K 0.05% 108
2022
Q2 		$250K Sell
11,834
-619
-5% -$14.2K 0.06% 96
2022
Q1 		$310K Buy
12,453
+381
+3% +$9.2K 0.06% 87
2021
Q4 		$318K Sell
12,072
-126
-1% -$3.1K 0.06% 87
2021
Q3 		$279K Buy
12,198
+224
+2% +$5.34K 0.05% 95
2021
Q2 		$274K Sell
11,974
-244
-2% -$5.42K 0.05% 101
2021
Q1 		$251K Buy
12,218
+1,300
+12% +$25.4K 0.09% 59
2020
Q4 		$207K Buy
+10,918
New +$202K 0.07% 79

Other funds holding SCHH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

Summit Financial Strategies's SCHH Position: Q2 2026 in Review

Summit Financial Strategies reduced its Schwab US REIT ETF (SCHH) stake by 48% in Q2 2026, selling an estimated $197K and leaving 8,997 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #152.

Summit Financial Strategies first reported a position in SCHH in Q4 2020 and has held it in 23 quarters since. The position peaked at $520K in Q4 2023. 390 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Summit Financial Strategies held 8,997 shares of Schwab US REIT ETF worth $213K as of Q2 2026.
  • Summit Financial Strategies sold 8,434 Schwab US REIT ETF shares in Q2 2026, an estimated $197K.
  • Schwab US REIT ETF made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #152 holding.
  • Summit Financial Strategies first reported a position in Schwab US REIT ETF in Q4 2020 and has held it in 23 quarters since.
  • Summit Financial Strategies's Schwab US REIT ETF position peaked at $520K in Q4 2023.
  • 390 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.