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Transamerica Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Transamerica Financial Advisors’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 		$28 Hold
1
– – ﹤0.01% 2170
2026
Q1 		$41 Sell
1
-1
-50% -$22 ﹤0.01% 1919
2025
Q4 		$40 Hold
2
– – ﹤0.01% 1805
2025
Q3 		$41 Hold
2
– – ﹤0.01% 1588
2025
Q2 		$41 Hold
2
– – ﹤0.01% 549
2025
Q1 		$1K Buy
+2
New +$43 ﹤0.01% 535
2024
Q1 		– Sell
-1
Closed -$1K – 684
2023
Q4 		$1K Hold
1
– – ﹤0.01% 563
2023
Q3 		$1K Hold
1
– – ﹤0.01% 584
2023
Q2 		$1K Hold
1
– – ﹤0.01% 555
2023
Q1 		$1K Sell
1
-1
-50% -$20 ﹤0.01% 540
2022
Q4 		$1K Hold
2
– – ﹤0.01% 623
2022
Q3 		$1K Sell
2
-143
-99% -$3.09K ﹤0.01% 587
2022
Q2 		$4K Buy
+145
New +$3.34K ﹤0.01% 355
2015
Q3 		– Sell
-20
Closed -$1K – 907
2015
Q2 		$1K Hold
20
– – ﹤0.01% 845
2015
Q1 		$1K Hold
20
– – ﹤0.01% 841
2014
Q4 		$1K Hold
20
– – ﹤0.01% 684
2014
Q3 		$1K Hold
20
– – ﹤0.01% 645
2014
Q2 		$1K Hold
20
– – ﹤0.01% 652
2014
Q1 		$1K Buy
+20
New +$320 ﹤0.01% 615

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

Transamerica Financial Advisors's SCHH Position: Q2 2026 in Review

Transamerica Financial Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 1 share worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

Transamerica Financial Advisors first reported a position in SCHH in Q1 2014 and has held it in 19 quarters since. The position peaked at $4K in Q2 2022. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Transamerica Financial Advisors held 1 share of Schwab US REIT ETF worth $28 as of Q2 2026.
  • Transamerica Financial Advisors left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #2170 holding.
  • Transamerica Financial Advisors first reported a position in Schwab US REIT ETF in Q1 2014 and has held it in 19 quarters since.
  • Transamerica Financial Advisors's Schwab US REIT ETF position peaked at $4K in Q2 2022.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.