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

Visionary 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	$319K	Sell	13,465 -80	-0.6%	-$1.86K	0.01%	527
2026 Q1	$291K	Buy	+13,545	New	+$297K	0.01%	530
2022 Q4	–	Sell	-16,393	Closed	-$306K	–	438
2022 Q3	$306K	Sell	16,393 -198	-1%	-$4.28K	0.03%	294
2022 Q2	$350K	Sell	16,591 -2,404	-13%	-$55.3K	0.03%	299
2022 Q1	$473K	Sell	18,995 -53,323	-74%	-$1.29M	0.04%	259
2021 Q4	$1.91M	Buy	72,318 +53,864	+292%	+$1.33M	0.16%	127
2021 Q3	$421K	Buy	18,454 +1,962	+12%	+$46.8K	0.04%	207
2021 Q2	$378K	Buy	16,492 +6,610	+67%	+$147K	0.04%	238
2021 Q1	$203K	Buy	+9,882	New	+$193K	0.02%	308
2020 Q2	–	Sell	-172,688	Closed	-$2.83M	–	240
2020 Q1	$2.83M	Buy	+172,688	New	+$3.68M	0.53%	60

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

Visionary Wealth Advisors reduced its Schwab US REIT ETF (SCHH) stake by 0.59% in Q2 2026, selling an estimated $1.86K and leaving 13,465 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #527.

Visionary Wealth Advisors first reported a position in SCHH in Q1 2020 and has held it in 10 quarters since. The position peaked at $2.83M in Q1 2020. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Visionary Wealth Advisors held 13,465 shares of Schwab US REIT ETF worth $319K as of Q2 2026.
Visionary Wealth Advisors sold 80 Schwab US REIT ETF shares in Q2 2026, an estimated $1.86K.
Schwab US REIT ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #527 holding.
Visionary Wealth Advisors first reported a position in Schwab US REIT ETF in Q1 2020 and has held it in 10 quarters since.
Visionary Wealth Advisors's Schwab US REIT ETF position peaked at $2.83M in Q1 2020.
590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.