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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
Q1 		$262K Buy
+12,179
New +$267K 0.2% 98

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Synergy Financial Group's SCHH Position: Q1 2026 in Review

Synergy Financial Group opened a new position in Schwab US REIT ETF (SCHH) in Q1 2026: 12,179 shares worth $262K. The stake represents 0.2% of the portfolio and ranks #98 among its holdings.

565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Synergy Financial Group held 12,179 shares of Schwab US REIT ETF worth $262K as of Q1 2026.
  • Schwab US REIT ETF was a new Synergy Financial Group position in Q1 2026.
  • Schwab US REIT ETF made up 0.2% of Synergy Financial Group's portfolio in Q1 2026, its #98 holding.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.