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WBH Advisory’s Schwab US REIT ETF SCHH Stock Holding History

WBH 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 		$436K Sell
18,423
-179
-1% -$4.17K 0.03% 266
2026
Q1 		$401K Sell
18,602
-327
-2% -$7.17K 0.03% 261
2025
Q4 		$395K Sell
18,929
-646
-3% -$13.7K 0.03% 256
2025
Q3 		$422K Buy
19,575
+315
+2% +$6.72K 0.03% 250
2025
Q2 		$408K Sell
19,260
-810
-4% -$17K 0.03% 250
2025
Q1 		$432K Sell
20,070
-1,034
-5% -$22.1K 0.04% 229
2024
Q4 		$444K Sell
21,104
-789
-4% -$17.6K 0.04% 222
2024
Q3 		$507K Sell
21,893
-2,698
-11% -$59K 0.05% 213
2024
Q2 		$491K Sell
24,591
-12,972
-35% -$253K 0.05% 214
2024
Q1 		$763K Sell
37,563
-12,112
-24% -$243K 0.08% 177
2023
Q4 		$1.03M Sell
49,675
-10,034
-17% -$186K 0.11% 147
2023
Q3 		$1.06M Sell
59,709
-3,410
-5% -$65.6K 0.13% 137
2023
Q2 		$1.23M Buy
63,119
+1,974
+3% +$37.9K 0.15% 132
2023
Q1 		$1.19M Buy
+61,145
New +$1.22M 0.15% 135
2022
Q3 		$1.13M Buy
60,550
+3,514
+6% +$76K 0.16% 130
2022
Q2 		$1.21M Buy
57,036
+9,904
+21% +$228K 0.16% 126
2022
Q1 		$1.19M Buy
47,132
+94
+0.2% +$2.27K 0.15% 132
2021
Q4 		$1.24M Buy
47,038
+706
+2% +$17.4K 0.14% 132
2021
Q3 		$1.06M Buy
46,332
+440
+1% +$10.5K 0.14% 133
2021
Q2 		$1.09M Buy
45,892
+314
+0.7% +$6.98K 0.16% 117
2021
Q1 		$936K Sell
45,578
-400
-0.9% -$7.82K 0.15% 120
2020
Q4 		$880K Sell
45,978
-2,728
-6% -$50.5K 0.15% 119
2020
Q3 		$861K Buy
+48,706
New +$876K 0.17% 111
2019
Q2 		– Sell
-62,970
Closed -$1.4M – 236
2019
Q1 		$1.4M Buy
+62,970
New +$1.34M 0.33% 75

Other funds holding SCHH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

WBH Advisory's SCHH Position: Q2 2026 in Review

WBH Advisory reduced its Schwab US REIT ETF (SCHH) stake by 0.96% in Q2 2026, selling an estimated $4.17K and leaving 18,423 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #266.

WBH Advisory first reported a position in SCHH in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.4M in Q1 2019. 434 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • WBH Advisory held 18,423 shares of Schwab US REIT ETF worth $436K as of Q2 2026.
  • WBH Advisory sold 179 Schwab US REIT ETF shares in Q2 2026, an estimated $4.17K.
  • Schwab US REIT ETF made up 0.03% of WBH Advisory's portfolio in Q2 2026, its #266 holding.
  • WBH Advisory first reported a position in Schwab US REIT ETF in Q1 2019 and has held it in 24 quarters since.
  • WBH Advisory's Schwab US REIT ETF position peaked at $1.4M in Q1 2019.
  • 434 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.