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WCG Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

WCG Wealth 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 		$277K Buy
+11,681
New +$272K 0.01% 539

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

WCG Wealth Advisors's SCHH Position: Q2 2026 in Review

WCG Wealth Advisors opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 11,681 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #539 among its holdings.

590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • WCG Wealth Advisors held 11,681 shares of Schwab US REIT ETF worth $277K as of Q2 2026.
  • Schwab US REIT ETF was a new WCG Wealth Advisors position in Q2 2026.
  • Schwab US REIT ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #539 holding.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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