Valued Wealth Advisors
SCHH icon

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
Q3 		$581K Buy
26,353
+2,769
+12% +$65.7K 0.2% 32
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

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

Valued Wealth Advisors's SCHH Position: Q3 2026 in Review

Valued Wealth Advisors increased its Schwab US REIT ETF (SCHH) stake by 12% in Q3 2026, buying an estimated $65.7K and bringing the position to 26,353 shares worth $581K. The position accounts for 0.2% of the portfolio, ranked #32.

Valued Wealth Advisors first reported a position in SCHH in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.48M in Q4 2023. 532 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • Valued Wealth Advisors held 26,353 shares of Schwab US REIT ETF worth $581K as of Q3 2026.
  • Valued Wealth Advisors bought 2,769 Schwab US REIT ETF shares in Q3 2026, an estimated $65.7K.
  • Schwab US REIT ETF made up 0.2% of Valued Wealth Advisors's portfolio in Q3 2026, its #32 holding.
  • Valued Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 12 quarters since.
  • Valued Wealth Advisors's Schwab US REIT ETF position peaked at $1.48M in Q4 2023.
  • 532 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.