SWMG LLC
SCHH icon

SWMG LLC’s Schwab US REIT ETF SCHH Stock Holding History

SWMG LLC’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
Q3 		$427K Sell
18,783
-66
-0.4% -$1.57K 0.09% 76
2026
Q2 		$453K Buy
18,849
+8,519
+82% +$199K 0.11% 69
2026
Q1 		$222K Buy
10,330
+118
+1% +$2.59K 0.06% 110
2025
Q4 		$224K Buy
10,212
+471
+5% +$10K 0.06% 112
2025
Q3 		$212K Buy
+9,741
New +$208K 0.06% 108

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Creative Planning
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Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Zynergy Retirement Planning
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Morningstar Investment Management
Morningstar Investment Management Chicago, Illinois $1.69B AUM 12.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

SWMG LLC's SCHH Position: Q3 2026 in Review

SWMG LLC reduced its Schwab US REIT ETF (SCHH) stake by 0.35% in Q3 2026, selling an estimated $1.57K and leaving 18,783 shares worth $427K. The position accounts for 0.09% of the portfolio, ranked #76.

SWMG LLC first reported a position in SCHH in Q3 2025 and has held it in 5 quarters since. The position peaked at $453K in Q2 2026. 386 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • SWMG LLC held 18,783 shares of Schwab US REIT ETF worth $427K as of Q3 2026.
  • SWMG LLC sold 66 Schwab US REIT ETF shares in Q3 2026, an estimated $1.57K.
  • Schwab US REIT ETF made up 0.09% of SWMG LLC's portfolio in Q3 2026, its #76 holding.
  • SWMG LLC first reported a position in Schwab US REIT ETF in Q3 2025 and has held it in 5 quarters since.
  • SWMG LLC's Schwab US REIT ETF position peaked at $453K in Q2 2026.
  • 386 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.