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Valued Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Valued Wealth Advisors’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 		$558K Sell
23,584
-501
-2% -$11.7K 0.2% 28
2026
Q1 		$518K Sell
24,085
-1,927
-7% -$42.2K 0.21% 28
2025
Q4 		$543K Sell
26,012
-505
-2% -$10.7K 0.24% 27
2025
Q3 		$572K Sell
26,517
-632
-2% -$13.5K 0.27% 27
2025
Q2 		$574K Buy
27,149
+6,389
+31% +$134K 0.3% 27
2025
Q1 		$447K Sell
20,760
-161
-0.8% -$3.44K 0.27% 27
2024
Q4 		$441K Buy
20,921
+1,541
+8% +$34.4K 0.28% 24
2024
Q3 		$449K Sell
19,380
-643
-3% -$14.1K 0.29% 23
2024
Q2 		$403K Buy
20,023
+2,072
+12% +$40.4K 0.28% 23
2024
Q1 		$364K Sell
17,951
-65,343
-78% -$1.31M 0.26% 24
2023
Q4 		$1.48M Buy
+83,294
New +$1.55M 1.37% 13

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

Valued Wealth Advisors's SCHH Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Schwab US REIT ETF (SCHH) stake by 2.1% in Q2 2026, selling an estimated $11.7K and leaving 23,584 shares worth $558K. The position accounts for 0.2% of the portfolio, ranked #28.

Valued Wealth Advisors first reported a position in SCHH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q4 2023. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Valued Wealth Advisors held 23,584 shares of Schwab US REIT ETF worth $558K as of Q2 2026.
  • Valued Wealth Advisors sold 501 Schwab US REIT ETF shares in Q2 2026, an estimated $11.7K.
  • Schwab US REIT ETF made up 0.2% of Valued Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Valued Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Schwab US REIT ETF position peaked at $1.48M in Q4 2023.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.