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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
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

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

Values Added Financial's SCHH Position: Q2 2026 in Review

Values Added Financial increased its Schwab US REIT ETF (SCHH) stake by 1.4% in Q2 2026, buying an estimated $4.83K and bringing the position to 14,986 shares worth $355K. The position accounts for 0.13% of the portfolio, ranked #102.

Values Added Financial first reported a position in SCHH in Q2 2023 and has held it in 13 quarters since. The position peaked at $763K in Q3 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Values Added Financial held 14,986 shares of Schwab US REIT ETF worth $355K as of Q2 2026.
  • Values Added Financial bought 207 Schwab US REIT ETF shares in Q2 2026, an estimated $4.83K.
  • Schwab US REIT ETF made up 0.13% of Values Added Financial's portfolio in Q2 2026, its #102 holding.
  • Values Added Financial first reported a position in Schwab US REIT ETF in Q2 2023 and has held it in 13 quarters since.
  • Values Added Financial's Schwab US REIT ETF position peaked at $763K in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.