UAG
SCHH icon

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
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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

United Advisor Group's SCHH Position: Q1 2026 in Review

United Advisor Group increased its Schwab US REIT ETF (SCHH) stake by 5.9% in Q1 2026, buying an estimated $21.3K and bringing the position to 17,474 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #344.

United Advisor Group first reported a position in SCHH in Q3 2025 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • United Advisor Group held 17,474 shares of Schwab US REIT ETF worth $376K as of Q1 2026.
  • United Advisor Group bought 971 Schwab US REIT ETF shares in Q1 2026, an estimated $21.3K.
  • Schwab US REIT ETF made up 0.05% of United Advisor Group's portfolio in Q1 2026, its #344 holding.
  • United Advisor Group first reported a position in Schwab US REIT ETF in Q3 2025 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.