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Wagner Wealth Management (South Carolina)’s Schwab US REIT ETF SCHH Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$326 Sell
14
-19
-58% -$443 ﹤0.01% 278
2026
Q1 		$702 Buy
33
+19
+136% +$417 ﹤0.01% 274
2025
Q4 		$284 Buy
14
+1
+8% +$21 ﹤0.01% 259
2025
Q3 		$291 Sell
13
-1
-7% -$21 ﹤0.01% 237
2025
Q2 		$293 Sell
14
-664
-98% -$13.9K ﹤0.01% 243
2025
Q1 		$14.6K Buy
678
+64
+10% +$1.37K ﹤0.01% 183
2024
Q4 		$12.9K Buy
614
+96
+19% +$2.15K ﹤0.01% 185
2024
Q3 		$12K Buy
518
+31
+6% +$678 ﹤0.01% 181
2024
Q2 		$9.73K Buy
487
+62
+15% +$1.21K ﹤0.01% 213
2024
Q1 		$8.64K Buy
425
+92
+28% +$1.84K ﹤0.01% 211
2023
Q4 		$6.91K Buy
333
+40
+14% +$743 ﹤0.01% 205
2023
Q3 		$5.21K Buy
293
+126
+75% +$2.42K ﹤0.01% 183
2023
Q2 		$3.27K Buy
167
+57
+52% +$1.09K ﹤0.01% 198
2023
Q1 		$2.15K Buy
110
+65
+144% +$1.3K ﹤0.01% 199
2022
Q4 		$876 Buy
45
+40
+800% +$770 ﹤0.01% 221
2022
Q3 		$0 Buy
+5
New +$108 ﹤0.01% 768
2021
Q1 		– Sell
-524
Closed -$10.2K – 660
2020
Q4 		$10K Buy
+524
New +$9.69K 0.01% 184
2018
Q3 		$8K Sell
370
-644
-64% -$13.6K 0.01% 444
2018
Q2 		$21K Buy
1,014
+460
+83% +$9.1K 0.02% 311
2018
Q1 		$11K Buy
554
+190
+52% +$3.66K 0.01% 360
2017
Q4 		$7K Buy
+364
New +$7.57K 0.01% 470

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

Wagner Wealth Management (South Carolina)'s SCHH Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its Schwab US REIT ETF (SCHH) stake by 58% in Q2 2026, selling an estimated $443 and leaving 14 shares worth $326. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Wagner Wealth Management (South Carolina) first reported a position in SCHH in Q4 2017 and has held it in 21 quarters since. The position peaked at $21K in Q2 2018. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 14 shares of Schwab US REIT ETF worth $326 as of Q2 2026.
  • Wagner Wealth Management (South Carolina) sold 19 Schwab US REIT ETF shares in Q2 2026, an estimated $443.
  • Schwab US REIT ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #278 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Schwab US REIT ETF in Q4 2017 and has held it in 21 quarters since.
  • Wagner Wealth Management (South Carolina)'s Schwab US REIT ETF position peaked at $21K in Q2 2018.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.