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True Wealth Design’s Schwab US REIT ETF SCHH Stock Holding History

True Wealth Design’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 		$1.26K Buy
+53
New +$1.24K ﹤0.01% 1893

Other funds holding SCHH

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 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
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
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

True Wealth Design's SCHH Position: Q2 2026 in Review

True Wealth Design opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 53 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #1893 among its holdings.

172 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • True Wealth Design held 53 shares of Schwab US REIT ETF worth $1.26K as of Q2 2026.
  • Schwab US REIT ETF was a new True Wealth Design position in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1893 holding.
  • 172 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.