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

Team 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	–	Sell	-74	Closed	-$1.58K	–	213
2026 Q1	$1.58K	Buy	74 +1	+1%	+$22	﹤0.01%	257
2025 Q4	$1.53K	Hold	73	–	–	﹤0.01%	249
2025 Q3	$1.56K	Buy	73 +1	+1%	+$21	﹤0.01%	243
2025 Q2	$1.52K	Buy	+72	New	+$1.51K	﹤0.01%	237
2024 Q1	–	Sell	-69	Closed	-$1.43K	–	172
2023 Q4	$1.43K	Buy	69 +1	+1%	+$19	﹤0.01%	189
2023 Q3	$1.21K	Buy	+68	New	+$1.31K	﹤0.01%	185

Other funds holding SCHH

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

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

Team Financial Group sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 74 shares — an estimated $1.58K sold.

Team Financial Group first reported a position in SCHH in Q3 2023 and held it in 6 quarters. The position peaked at $1.58K in Q1 2026. 206 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Team Financial Group reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 74 Schwab US REIT ETF shares in Q2 2026, an estimated $1.58K.
Team Financial Group first reported a position in Schwab US REIT ETF in Q3 2023 and held it in 6 quarters.
Team Financial Group's Schwab US REIT ETF position peaked at $1.58K in Q1 2026.
206 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.