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United Advisor Group’s Schwab US REIT ETF SCHH Stock Holding History

United Advisor Group’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
Q3 		$339K Sell
15,365
-501
-3% -$11.9K 0.03% 420
2026
Q2 		$376K Sell
15,866
-1,608
-9% -$37.5K 0.04% 376
2026
Q1 		$376K Buy
17,474
+971
+6% +$21.3K 0.05% 344
2025
Q4 		$345K Buy
16,503
+4,883
+42% +$104K 0.04% 348
2025
Q3 		$251K Buy
+11,620
New +$248K 0.03% 401

Other funds holding SCHH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DUMAC Inc
DUMAC Inc Durham, North Carolina $1.75B AUM 16.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
Mason Street Advisors
Mason Street Advisors Milwaukee, Wisconsin $1.06B AUM 4.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

United Advisor Group's SCHH Position: Q3 2026 in Review

United Advisor Group reduced its Schwab US REIT ETF (SCHH) stake by 3.2% in Q3 2026, selling an estimated $11.9K and leaving 15,365 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #420.

United Advisor Group first reported a position in SCHH in Q3 2025 and has held it in 5 quarters since. The position peaked at $376K in Q2 2026. 532 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • United Advisor Group held 15,365 shares of Schwab US REIT ETF worth $339K as of Q3 2026.
  • United Advisor Group sold 501 Schwab US REIT ETF shares in Q3 2026, an estimated $11.9K.
  • Schwab US REIT ETF made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #420 holding.
  • United Advisor Group first reported a position in Schwab US REIT ETF in Q3 2025 and has held it in 5 quarters since.
  • United Advisor Group's Schwab US REIT ETF position peaked at $376K in Q2 2026.
  • 532 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.