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TS Financial Group (TSFG)’s Schwab US REIT ETF SCHH Stock Holding History

TS Financial Group (TSFG)’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 		$5K Hold
228
– – ﹤0.01% 706
2026
Q1 		$5K Hold
228
– – ﹤0.01% 672
2025
Q4 		$5K Hold
228
– – ﹤0.01% 671
2025
Q3 		$5K Hold
228
– – ﹤0.01% 668
2025
Q2 		$5K Hold
228
– – ﹤0.01% 644
2025
Q1 		$5K Hold
228
– – ﹤0.01% 631
2024
Q4 		$5K Hold
228
– – ﹤0.01% 583
2024
Q3 		$5K Hold
228
– – ﹤0.01% 597
2024
Q2 		$5K Hold
228
– – ﹤0.01% 577
2024
Q1 		$5K Sell
228
-32
-12% -$642 ﹤0.01% 567
2023
Q4 		$5K Sell
260
-485
-65% -$9.01K ﹤0.01% 609
2023
Q3 		$13K Buy
745
+4
+0.5% +$77 ﹤0.01% 493
2023
Q2 		$14K Buy
741
+4
+0.5% +$77 0.01% 476
2023
Q1 		$14K Buy
737
+3
+0.4% +$60 0.01% 470
2022
Q4 		$14K Buy
734
+4
+0.5% +$77 0.01% 474
2022
Q3 		$14K Buy
730
+234
+47% +$5.06K 0.01% 455
2022
Q2 		$10K Buy
496
+464
+1,450% +$10.7K ﹤0.01% 535
2022
Q1 		$1K Hold
32
– – ﹤0.01% 884
2021
Q4 		$1K Hold
32
– – ﹤0.01% 852
2021
Q3 		$1K Hold
32
– – ﹤0.01% 831
2021
Q2 		$1K Hold
32
– – ﹤0.01% 841
2021
Q1 		$1K Hold
32
– – ﹤0.01% 732
2020
Q4 		$1K Hold
32
– – ﹤0.01% 866
2020
Q3 		$1K Hold
32
– – ﹤0.01% 781
2020
Q2 		$1K Hold
32
– – ﹤0.01% 798
2020
Q1 		$1K Hold
32
– – ﹤0.01% 768
2019
Q4 		$1K Hold
32
– – ﹤0.01% 766
2019
Q3 		$1K Hold
32
– – ﹤0.01% 752
2019
Q2 		$1K Hold
32
– – ﹤0.01% 725
2019
Q1 		$1K Buy
+32
New +$679 ﹤0.01% 728

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

TS Financial Group (TSFG)'s SCHH Position: Q2 2026 in Review

TS Financial Group (TSFG) held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 228 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

TS Financial Group (TSFG) first reported a position in SCHH in Q1 2019 and has held it in 30 quarters since. The position peaked at $14K in Q2 2023. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • TS Financial Group (TSFG) held 228 shares of Schwab US REIT ETF worth $5K as of Q2 2026.
  • TS Financial Group (TSFG) left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #706 holding.
  • TS Financial Group (TSFG) first reported a position in Schwab US REIT ETF in Q1 2019 and has held it in 30 quarters since.
  • TS Financial Group (TSFG)'s Schwab US REIT ETF position peaked at $14K in Q2 2023.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.