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Wealth Management Resources’s Schwab US REIT ETF SCHH Stock Holding History

Wealth Management Resources’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 		$9.64M Buy
407,235
+346
+0.1% +$8.07K 2.97% 14
2026
Q1 		$8.74M Buy
406,889
+4,295
+1% +$94.2K 3.04% 13
2025
Q4 		$8.41M Buy
402,594
+4,517
+1% +$95.8K 2.96% 13
2025
Q3 		$8.59M Buy
398,077
+7,773
+2% +$166K 2.78% 13
2025
Q2 		$8.26M Buy
390,304
+23,789
+6% +$498K 2.82% 13
2025
Q1 		$7.88M Buy
366,515
+2,716
+0.7% +$58K 2.86% 13
2024
Q4 		$7.66M Sell
363,799
-24,198
-6% -$541K 2.83% 13
2024
Q3 		$8.99M Buy
387,997
+7,067
+2% +$155K 3.6% 12
2024
Q2 		$7.61M Buy
380,930
+14,134
+4% +$276K 3.27% 12
2024
Q1 		$7.45M Buy
366,796
+11,885
+3% +$238K 3.22% 14
2023
Q4 		$7.35M Buy
354,911
+20,678
+6% +$384K 3.46% 14
2023
Q3 		$5.93M Buy
334,233
+15,718
+5% +$302K 2.87% 14
2023
Q2 		$6.22M Buy
318,515
+14,890
+5% +$286K 3.62% 12
2023
Q1 		$5.92M Buy
303,625
+5,714
+2% +$114K 3.64% 14
2022
Q4 		$5.75M Buy
297,911
+28,101
+10% +$541K 3.73% 14
2022
Q3 		$5.04M Buy
269,810
+6,274
+2% +$136K 3.35% 15
2022
Q2 		$5.56M Buy
263,536
+1,827
+0.7% +$42K 3.42% 16
2022
Q1 		$6.51M Buy
261,709
+6,671
+3% +$161K 4.5% 12
2021
Q4 		$6.72M Buy
+255,038
New +$6.28M 4.33% 12

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 Management Resources's SCHH Position: Q2 2026 in Review

Wealth Management Resources increased its Schwab US REIT ETF (SCHH) stake by 0.09% in Q2 2026, buying an estimated $8.07K and bringing the position to 407,235 shares worth $9.64M. The position accounts for 2.97% of the portfolio, ranked #14.

Wealth Management Resources first reported a position in SCHH in Q4 2021 and has held it in 19 quarters since. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Wealth Management Resources held 407,235 shares of Schwab US REIT ETF worth $9.64M as of Q2 2026.
  • Wealth Management Resources bought 346 Schwab US REIT ETF shares in Q2 2026, an estimated $8.07K.
  • Schwab US REIT ETF made up 2.97% of Wealth Management Resources's portfolio in Q2 2026, its #14 holding.
  • Wealth Management Resources first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.