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Walkner Condon Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Walkner Condon Financial 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 		$766K Buy
32,366
+409
+1% +$9.54K 0.09% 150
2026
Q1 		$687K Sell
31,957
-130
-0.4% -$2.85K 0.09% 145
2025
Q4 		$670K Sell
32,087
-42
-0.1% -$891 0.09% 147
2025
Q3 		$693K Sell
32,129
-700
-2% -$14.9K 0.11% 140
2025
Q2 		$695K Sell
32,829
-6,015
-15% -$126K 0.13% 125
2025
Q1 		$835K Buy
38,844
+332
+0.9% +$7.1K 0.17% 102
2024
Q4 		$811K Sell
38,512
-3,864
-9% -$86.4K 0.16% 110
2024
Q3 		$982K Sell
42,376
-3,085
-7% -$67.5K 0.2% 100
2024
Q2 		$908K Sell
45,461
-1,309
-3% -$25.5K 0.2% 101
2024
Q1 		$948K Sell
46,770
-191
-0.4% -$3.83K 0.2% 99
2023
Q4 		$973K Buy
46,961
+1,825
+4% +$33.9K 0.22% 97
2023
Q3 		$801K Buy
45,136
+7,538
+20% +$145K 0.21% 98
2023
Q2 		$734K Sell
37,598
-4,734
-11% -$90.8K 0.19% 101
2023
Q1 		$825K Sell
42,332
-42
-0.1% -$841 0.23% 94
2022
Q4 		$817K Sell
42,374
-230
-0.5% -$4.43K 0.24% 85
2022
Q3 		$796K Buy
42,604
+1,186
+3% +$25.7K 0.26% 83
2022
Q2 		$874K Buy
41,418
+7,613
+23% +$175K 0.27% 79
2022
Q1 		$842K Sell
33,805
-5,109
-13% -$123K 0.24% 85
2021
Q4 		$1.02M Sell
38,914
-570
-1% -$14K 0.67% 42
2021
Q3 		$900K Buy
39,484
+402
+1% +$9.58K 0.44% 51
2021
Q2 		$894K Sell
39,082
-202
-0.5% -$4.49K 0.33% 61
2021
Q1 		$807K Buy
39,284
+1,272
+3% +$24.9K 0.31% 70
2020
Q4 		$722K Buy
38,012
+7,548
+25% +$140K 0.31% 63
2020
Q3 		$539K Buy
+30,464
New +$548K 0.29% 64

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 22.9% 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

Walkner Condon Financial Advisors's SCHH Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Schwab US REIT ETF (SCHH) stake by 1.3% in Q2 2026, buying an estimated $9.54K and bringing the position to 32,366 shares worth $766K. The position accounts for 0.09% of the portfolio, ranked #150.

Walkner Condon Financial Advisors first reported a position in SCHH in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.02M in Q4 2021. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Walkner Condon Financial Advisors held 32,366 shares of Schwab US REIT ETF worth $766K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 409 Schwab US REIT ETF shares in Q2 2026, an estimated $9.54K.
  • Schwab US REIT ETF made up 0.09% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #150 holding.
  • Walkner Condon Financial Advisors first reported a position in Schwab US REIT ETF in Q3 2020 and has held it in 24 quarters since.
  • Walkner Condon Financial Advisors's Schwab US REIT ETF position peaked at $1.02M in Q4 2021.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.