ULWM
SCHH icon

Upper Left Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Upper Left Wealth 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 		$6.83M Buy
288,256
+9,676
+3% +$226K 3.78% 5
2026
Q1 		$5.99M Buy
278,580
+20,524
+8% +$450K 3.53% 7
2025
Q4 		$5.39M Buy
258,056
+33,999
+15% +$721K 3.29% 9
2025
Q3 		$4.83M Buy
224,057
+6,299
+3% +$134K 3.03% 13
2025
Q2 		$4.61M Sell
217,758
-7,327
-3% -$154K 3.07% 13
2025
Q1 		$4.84M Buy
225,085
+21,173
+10% +$453K 3.47% 8
2024
Q4 		$4.29M Buy
203,912
+1,261
+0.6% +$28.2K 3.67% 9
2024
Q3 		$4.58M Buy
202,651
+10,867
+6% +$238K 4% 7
2024
Q2 		$3.83M Buy
191,784
+10,927
+6% +$213K 3.46% 10
2024
Q1 		$3.67M Sell
180,857
-738
-0.4% -$14.8K 3.4% 13
2023
Q4 		$3.76M Sell
181,595
-9,453
-5% -$176K 3.69% 10
2023
Q3 		$3.39M Buy
191,048
+14,249
+8% +$274K 3.53% 14
2023
Q2 		$3.45M Buy
176,799
+13,269
+8% +$254K 3.84% 9
2023
Q1 		$3.19M Buy
163,530
+12,574
+8% +$252K 3.62% 10
2022
Q4 		$2.91M Sell
150,956
-566
-0.4% -$10.9K 3.44% 11
2022
Q3 		$2.89M Buy
151,522
+1,297
+0.9% +$28.1K 3.75% 8
2022
Q2 		$3.17M Sell
150,225
-3,815
-2% -$87.8K 3.67% 11
2022
Q1 		$3.91M Sell
154,040
-7,864
-5% -$190K 4.06% 10
2021
Q4 		$4.26M Buy
+161,904
New +$3.99M 4.26% 10

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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Upper Left Wealth Management's SCHH Position: Q2 2026 in Review

Upper Left Wealth Management increased its Schwab US REIT ETF (SCHH) stake by 3.5% in Q2 2026, buying an estimated $226K and bringing the position to 288,256 shares worth $6.83M. The position accounts for 3.78% of the portfolio, ranked #5.

Upper Left Wealth Management first reported a position in SCHH in Q4 2021 and has held it in 19 quarters since. 118 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Upper Left Wealth Management held 288,256 shares of Schwab US REIT ETF worth $6.83M as of Q2 2026.
  • Upper Left Wealth Management bought 9,676 Schwab US REIT ETF shares in Q2 2026, an estimated $226K.
  • Schwab US REIT ETF made up 3.78% of Upper Left Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Upper Left Wealth Management first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • 118 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.