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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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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

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. 594 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.
  • 594 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.