Tucker Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Tucker Asset 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	$47	Hold	2	–	–	﹤0.01%	430
2026 Q1	$43	Hold	2	–	–	﹤0.01%	374
2025 Q4	$42	Hold	2	–	–	﹤0.01%	1068
2025 Q3	$43	Sell	2 -83	-98%	-$1.77K	﹤0.01%	313
2025 Q2	$1.8K	Buy	85 +83	+4,150%	+$1.74K	﹤0.01%	275
2025 Q1	$43	Sell	2 -2	-50%	-$43	﹤0.01%	304
2024 Q4	$84	Sell	4 -199	-98%	-$4.45K	﹤0.01%	1489
2024 Q3	$4.71K	Buy	203 +64	+46%	+$1.4K	﹤0.01%	940
2024 Q2	$2.78K	Buy	139 +135	+3,375%	+$2.63K	﹤0.01%	1234
2024 Q1	$81	Buy	+4	New	+$80	﹤0.01%	1579
2022 Q4	–	Sell	-78	Closed	-$1.51K	–	904
2022 Q3	$1.51K	Buy	+78	New	+$1.69K	﹤0.01%	601

Other funds holding SCHH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Tucker Asset Management's SCHH Position: Q2 2026 in Review

Tucker Asset Management held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 2 shares worth $47. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Tucker Asset Management first reported a position in SCHH in Q3 2022 and has held it in 11 quarters since. The position peaked at $4.71K in Q3 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Tucker Asset Management held 2 shares of Schwab US REIT ETF worth $47 as of Q2 2026.
Tucker Asset Management left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #430 holding.
Tucker Asset Management first reported a position in Schwab US REIT ETF in Q3 2022 and has held it in 11 quarters since.
Tucker Asset Management's Schwab US REIT ETF position peaked at $4.71K in Q3 2024.
594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.