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Waverly Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Waverly 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 		$18.2M Buy
770,626
+24,486
+3% +$571K 0.11% 188
2026
Q1 		$16M Buy
746,140
+718,499
+2,599% +$15.8M 0.12% 168
2025
Q4 		$577K Buy
27,641
+3,246
+13% +$68.8K ﹤0.01% 957
2025
Q3 		$526K Sell
24,395
-4,606
-16% -$98.2K 0.01% 835
2025
Q2 		$614K Sell
29,001
-3,484
-11% -$73K 0.01% 751
2025
Q1 		$699K Buy
32,485
+4,414
+16% +$94.3K 0.01% 691
2024
Q4 		$591K Buy
28,071
+1,015
+4% +$22.7K 0.01% 646
2024
Q3 		$627K Sell
27,056
-3,165
-10% -$69.3K 0.01% 541
2024
Q2 		$604K Buy
30,221
+2,128
+8% +$41.5K 0.01% 531
2024
Q1 		$570K Buy
28,093
+16,741
+147% +$336K 0.01% 456
2023
Q4 		$235K Buy
+11,352
New +$211K 0.01% 393
2015
Q1 		– Sell
-1,804
Closed -$35K – 419
2014
Q4 		$35K Hold
1,804
– – 0.02% 162
2014
Q3 		$31K Buy
1,804
+784
+77% +$14K 0.02% 281
2014
Q2 		$18K Buy
+1,020
New +$17.7K 0.01% 350

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

Waverly Advisors's SCHH Position: Q2 2026 in Review

Waverly Advisors increased its Schwab US REIT ETF (SCHH) stake by 3.3% in Q2 2026, buying an estimated $571K and bringing the position to 770,626 shares worth $18.2M. The position accounts for 0.11% of the portfolio, ranked #188.

Waverly Advisors first reported a position in SCHH in Q2 2014 and has held it in 14 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Waverly Advisors held 770,626 shares of Schwab US REIT ETF worth $18.2M as of Q2 2026.
  • Waverly Advisors bought 24,486 Schwab US REIT ETF shares in Q2 2026, an estimated $571K.
  • Schwab US REIT ETF made up 0.11% of Waverly Advisors's portfolio in Q2 2026, its #188 holding.
  • Waverly Advisors first reported a position in Schwab US REIT ETF in Q2 2014 and has held it in 14 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.