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VSM Wealth Advisory’s Schwab US REIT ETF SCHH Stock Holding History

VSM Wealth Advisory’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 		$377K Sell
15,914
-238
-1% -$5.55K 0.1% 82
2026
Q1 		$347K Buy
16,152
+217
+1% +$4.76K 0.1% 80
2025
Q4 		$333K Sell
15,935
-1,007
-6% -$21.4K 0.1% 74
2025
Q3 		$365K Sell
16,942
-687
-4% -$14.7K 0.11% 65
2025
Q2 		$373K Sell
17,629
-1,173
-6% -$24.6K 0.12% 70
2025
Q1 		$404K Sell
18,802
-3,249
-15% -$69.4K 0.15% 58
2024
Q4 		$464K Buy
+22,051
New +$493K 0.17% 51

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

VSM Wealth Advisory's SCHH Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Schwab US REIT ETF (SCHH) stake by 1.5% in Q2 2026, selling an estimated $5.55K and leaving 15,914 shares worth $377K. The position accounts for 0.1% of the portfolio, ranked #82.

VSM Wealth Advisory first reported a position in SCHH in Q4 2024 and has held it in 7 quarters since. The position peaked at $464K in Q4 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • VSM Wealth Advisory held 15,914 shares of Schwab US REIT ETF worth $377K as of Q2 2026.
  • VSM Wealth Advisory sold 238 Schwab US REIT ETF shares in Q2 2026, an estimated $5.55K.
  • Schwab US REIT ETF made up 0.1% of VSM Wealth Advisory's portfolio in Q2 2026, its #82 holding.
  • VSM Wealth Advisory first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Schwab US REIT ETF position peaked at $464K in Q4 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.