Values Added Financial
SCHH icon

Values Added Financial’s Schwab US REIT ETF SCHH Stock Holding History

Values Added Financial’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 		$332K Buy
15,061
+75
+0.5% +$1.78K 0.12% 100
2026
Q2 		$355K Buy
14,986
+207
+1% +$4.83K 0.13% 102
2026
Q1 		$318K Buy
14,779
+13
+0.1% +$285 0.13% 99
2025
Q4 		$308K Sell
14,766
-1,457
-9% -$30.9K 0.13% 100
2025
Q3 		$350K Sell
16,223
-11,998
-43% -$256K 0.16% 91
2025
Q2 		$597K Sell
28,221
-3,589
-11% -$75.2K 0.29% 64
2025
Q1 		$684K Sell
31,810
-637
-2% -$13.6K 0.38% 53
2024
Q4 		$683K Sell
32,447
-489
-1% -$10.9K 0.4% 48
2024
Q3 		$763K Sell
32,936
-137
-0.4% -$3K 0.48% 37
2024
Q2 		$660K Sell
33,073
-2,663
-7% -$51.9K 0.48% 39
2024
Q1 		$725K Sell
35,736
-504
-1% -$10.1K 0.57% 34
2023
Q4 		$751K Sell
36,240
-866
-2% -$16.1K 0.61% 31
2023
Q3 		$659K Buy
37,106
+816
+2% +$15.7K 0.6% 34
2023
Q2 		$709K Buy
+36,290
New +$696K 0.66% 30

Other funds holding SCHH

Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Zynergy Retirement Planning
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Values Added Financial's SCHH Position: Q3 2026 in Review

Values Added Financial increased its Schwab US REIT ETF (SCHH) stake by 0.5% in Q3 2026, buying an estimated $1.78K and bringing the position to 15,061 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #100.

Values Added Financial first reported a position in SCHH in Q2 2023 and has held it in 14 quarters since. The position peaked at $763K in Q3 2024. 246 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • Values Added Financial held 15,061 shares of Schwab US REIT ETF worth $332K as of Q3 2026.
  • Values Added Financial bought 75 Schwab US REIT ETF shares in Q3 2026, an estimated $1.78K.
  • Schwab US REIT ETF made up 0.12% of Values Added Financial's portfolio in Q3 2026, its #100 holding.
  • Values Added Financial first reported a position in Schwab US REIT ETF in Q2 2023 and has held it in 14 quarters since.
  • Values Added Financial's Schwab US REIT ETF position peaked at $763K in Q3 2024.
  • 246 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.