Wealth Enhancement Advisory Services
SCHH icon

Wealth Enhancement Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.82M Sell
201,709
-13,270
-6% -$309K 0.01% 1033
2026
Q1 		$4.71M Sell
214,979
-90,798
-30% -$1.99M 0.01% 928
2025
Q4 		$6.43M Sell
305,777
-15,142
-5% -$321K 0.01% 898
2025
Q3 		$6.83M Sell
320,919
-3,628
-1% -$77.4K 0.01% 813
2025
Q2 		$6.93M Sell
324,547
-31,874
-9% -$668K 0.01% 763
2025
Q1 		$7.67M Sell
356,421
-82,589
-19% -$1.77M 0.01% 675
2024
Q4 		$9.25M Sell
439,010
-26,772
-6% -$598K 0.02% 585
2024
Q3 		$10.8M Sell
465,782
-18,101
-4% -$396K 0.02% 492
2024
Q2 		$9.66M Buy
483,883
+17,422
+4% +$340K 0.02% 493
2024
Q1 		$9.47M Sell
466,461
-1,617
-0.3% -$32.4K 0.02% 492
2023
Q4 		$9.69M Buy
468,078
+65,019
+16% +$1.21M 0.03% 439
2023
Q3 		$7.15M Buy
+403,059
New +$7.76M 0.02% 490
2023
Q1 		– Sell
-19,631
Closed -$408K – 556
2022
Q4 		$408K Buy
+19,631
New +$378K 0.01% 284

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

Wealth Enhancement Advisory Services's SCHH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Schwab US REIT ETF (SCHH) stake by 6.2% in Q2 2026, selling an estimated $309K and leaving 201,709 shares worth $4.82M. The position accounts for 0.01% of the portfolio, ranked #1033.

Wealth Enhancement Advisory Services first reported a position in SCHH in Q4 2022 and has held it in 13 quarters since. The position peaked at $10.8M in Q3 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 201,709 shares of Schwab US REIT ETF worth $4.82M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 13,270 Schwab US REIT ETF shares in Q2 2026, an estimated $309K.
  • Schwab US REIT ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1033 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Schwab US REIT ETF position peaked at $10.8M in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.