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Tradition Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Tradition Wealth Management’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 		$550K Buy
23,210
+27
+0.1% +$630 0.03% 290
2026
Q1 		$498K Sell
23,183
-206
-0.9% -$4.52K 0.04% 291
2025
Q4 		$489K Buy
23,389
+39
+0.2% +$827 0.04% 293
2025
Q3 		$504K Buy
23,350
+4
+0% +$85 0.04% 285
2025
Q2 		$494K Sell
23,346
-23
-0.1% -$482 0.04% 271
2025
Q1 		$503K Sell
23,369
-987
-4% -$21.1K 0.04% 249
2024
Q4 		$513K Buy
24,356
+2,540
+12% +$56.8K 0.05% 238
2024
Q3 		$505K Buy
21,816
+56
+0.3% +$1.23K 0.05% 239
2024
Q2 		$435K Buy
21,760
+528
+2% +$10.3K 0.04% 254
2024
Q1 		$431K Sell
21,232
-509
-2% -$10.2K 0.04% 244
2023
Q4 		$450K Buy
21,741
+4,675
+27% +$86.9K 0.05% 213
2023
Q3 		$303K Buy
17,066
+44
+0.3% +$847 0.04% 251
2023
Q2 		$332K Sell
17,022
-1,054
-6% -$20.2K 0.04% 234
2023
Q1 		$352K Sell
18,076
-10,519
-37% -$211K 0.04% 219
2022
Q4 		$552K Sell
28,595
-1,565
-5% -$30.1K 0.08% 152
2022
Q3 		$564K Sell
30,160
-1,236
-4% -$26.7K 0.08% 144
2022
Q2 		$662K Buy
31,396
+1,101
+4% +$25.3K 0.1% 136
2022
Q1 		$754K Buy
30,295
+1,815
+6% +$43.8K 0.1% 145
2021
Q4 		$750K Sell
28,480
-4,006
-12% -$98.7K 0.09% 144
2021
Q3 		$742K Buy
32,486
+134
+0.4% +$3.19K 0.11% 133
2021
Q2 		$741K Sell
32,352
-858
-3% -$19.1K 0.11% 139
2021
Q1 		$682K Sell
33,210
-504
-1% -$9.86K 0.12% 135
2020
Q4 		$640K Buy
+33,714
New +$624K 0.12% 123

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

Tradition Wealth Management's SCHH Position: Q2 2026 in Review

Tradition Wealth Management increased its Schwab US REIT ETF (SCHH) stake by 0.12% in Q2 2026, buying an estimated $630 and bringing the position to 23,210 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #290.

Tradition Wealth Management first reported a position in SCHH in Q4 2020 and has held it in 23 quarters since. The position peaked at $754K in Q1 2022. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Tradition Wealth Management held 23,210 shares of Schwab US REIT ETF worth $550K as of Q2 2026.
  • Tradition Wealth Management bought 27 Schwab US REIT ETF shares in Q2 2026, an estimated $630.
  • Schwab US REIT ETF made up 0.03% of Tradition Wealth Management's portfolio in Q2 2026, its #290 holding.
  • Tradition Wealth Management first reported a position in Schwab US REIT ETF in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's Schwab US REIT ETF position peaked at $754K in Q1 2022.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.