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WealthShield Partners’s Schwab US REIT ETF SCHH Stock Holding History

WealthShield Partners’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 		– Sell
-35,437
Closed -$762K – 567
2026
Q1 		$762K Buy
35,437
+541
+2% +$11.9K 0.08% 209
2025
Q4 		$729K Sell
34,896
-68
-0.2% -$1.44K 0.08% 211
2025
Q3 		$754K Buy
34,964
+1,110
+3% +$23.7K 0.09% 203
2025
Q2 		$716K Buy
33,854
+632
+2% +$13.2K 0.09% 202
2025
Q1 		$715K Buy
33,222
+1,810
+6% +$38.7K 0.09% 193
2024
Q4 		$662K Buy
31,412
+1,525
+5% +$34.1K 0.09% 187
2024
Q3 		$692K Sell
29,887
-85
-0.3% -$1.86K 0.09% 186
2024
Q2 		$604K Buy
29,972
+110
+0.4% +$2.15K 0.09% 186
2024
Q1 		$606K Sell
29,862
-300
-1% -$6.01K 0.1% 179
2023
Q4 		$625K Sell
30,162
-736
-2% -$13.7K 0.1% 184
2023
Q3 		$548K Buy
30,898
+704
+2% +$13.5K 0.08% 200
2023
Q2 		$590K Buy
30,194
+939
+3% +$18K 0.09% 194
2023
Q1 		$570K Buy
29,255
+3,433
+13% +$68.8K 0.09% 193
2022
Q4 		$498K Buy
25,822
+2,676
+12% +$51.5K 0.1% 197
2022
Q3 		$433K Buy
23,146
+728
+3% +$15.8K 0.09% 211
2022
Q2 		$473K Buy
22,418
+1,348
+6% +$31K 0.09% 206
2022
Q1 		$524K Sell
21,070
-17,152
-45% -$414K 0.08% 225
2021
Q4 		$1.01M Buy
+38,222
New +$942K 0.17% 132
2021
Q2 		– Sell
-250
Closed -$5K – 1088
2021
Q1 		$5K Buy
+250
New +$4.89K ﹤0.01% 971
2020
Q4 		– Sell
-250
Closed -$4K – 389
2020
Q3 		$4K Hold
250
– – ﹤0.01% 368
2020
Q2 		$4K Hold
250
– – ﹤0.01% 309
2020
Q1 		$4K Sell
250
-214
-46% -$4.57K ﹤0.01% 247
2019
Q4 		$11K Hold
464
– – 0.01% 244
2019
Q3 		$11K Hold
464
– – 0.01% 236
2019
Q2 		$10K Hold
464
– – 0.01% 207
2019
Q1 		$10K Buy
+464
New +$9.85K 0.01% 235

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

WealthShield Partners's SCHH Position: Q2 2026 in Review

WealthShield Partners sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 35,437 shares — an estimated $762K sold.

WealthShield Partners first reported a position in SCHH in Q1 2019 and held it in 26 quarters. The position peaked at $1.01M in Q4 2021. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • WealthShield Partners reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 35,437 Schwab US REIT ETF shares in Q2 2026, an estimated $762K.
  • WealthShield Partners first reported a position in Schwab US REIT ETF in Q1 2019 and held it in 26 quarters.
  • WealthShield Partners's Schwab US REIT ETF position peaked at $1.01M in Q4 2021.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.