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Synergy Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Synergy Financial Group’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 		$288K Hold
12,179
– – 0.21% 91
2026
Q1 		$262K Buy
+12,179
New +$267K 0.2% 98

Other funds holding SCHH

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

Synergy Financial Group's SCHH Position: Q2 2026 in Review

Synergy Financial Group held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 12,179 shares worth $288K. The position accounts for 0.21% of the portfolio, ranked #91.

Synergy Financial Group first reported a position in SCHH in Q1 2026 and has held it in 2 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Synergy Financial Group held 12,179 shares of Schwab US REIT ETF worth $288K as of Q2 2026.
  • Synergy Financial Group left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.21% of Synergy Financial Group's portfolio in Q2 2026, its #91 holding.
  • Synergy Financial Group first reported a position in Schwab US REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.