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Websterrogers Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Websterrogers Financial 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 		$228K Buy
9,623
+10
+0.1% +$233 0.06% 92
2026
Q1 		$207K Sell
9,613
-3,792
-28% -$83.1K 0.06% 94
2025
Q4 		$280K Sell
13,405
-1,174
-8% -$24.9K 0.08% 72
2025
Q3 		$314K Buy
14,579
+9
+0.1% +$192 0.09% 68
2025
Q2 		$308K Sell
14,570
-1,732
-11% -$36.3K 0.1% 66
2025
Q1 		$351K Buy
16,302
+364
+2% +$7.78K 0.12% 57
2024
Q4 		$336K Sell
15,938
-98
-0.6% -$2.19K 0.12% 58
2024
Q3 		$372K Buy
16,036
+1,209
+8% +$26.5K 0.13% 52
2024
Q2 		$296K Sell
14,827
-60
-0.4% -$1.17K 0.11% 57
2024
Q1 		$302K Buy
14,887
+4,846
+48% +$97.2K 0.11% 59
2023
Q4 		$208K Sell
10,041
-5,125
-34% -$95.2K 0.09% 70
2023
Q3 		$269K Buy
15,166
+899
+6% +$17.3K 0.12% 59
2023
Q2 		$279K Buy
14,267
+28
+0.2% +$537 0.12% 56
2023
Q1 		$278K Sell
14,239
-1,360
-9% -$27.2K 0.13% 54
2022
Q4 		$301K Sell
15,599
-3,519
-18% -$67.7K 0.15% 52
2022
Q3 		$357K Sell
19,118
-2,502
-12% -$54.1K 0.19% 43
2022
Q2 		$456K Sell
21,620
-9,931
-31% -$229K 0.22% 42
2022
Q1 		$802K Buy
31,551
+3,615
+13% +$87.2K 0.41% 33
2021
Q4 		$736K Sell
27,936
-9,648
-26% -$238K 0.17% 41
2021
Q3 		$858K Buy
37,584
+934
+3% +$22.3K 0.2% 37
2021
Q2 		$856K Sell
36,650
-4,398
-11% -$97.8K 0.2% 38
2021
Q1 		$843K Sell
41,048
-320
-0.8% -$6.26K 0.23% 31
2020
Q4 		$777K Buy
+41,368
New +$765K 0.23% 30

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

Websterrogers Financial Advisors's SCHH Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Schwab US REIT ETF (SCHH) stake by 0.1% in Q2 2026, buying an estimated $233 and bringing the position to 9,623 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #92.

Websterrogers Financial Advisors first reported a position in SCHH in Q4 2020 and has held it in 23 quarters since. The position peaked at $858K in Q3 2021. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Websterrogers Financial Advisors held 9,623 shares of Schwab US REIT ETF worth $228K as of Q2 2026.
  • Websterrogers Financial Advisors bought 10 Schwab US REIT ETF shares in Q2 2026, an estimated $233.
  • Schwab US REIT ETF made up 0.06% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • Websterrogers Financial Advisors first reported a position in Schwab US REIT ETF in Q4 2020 and has held it in 23 quarters since.
  • Websterrogers Financial Advisors's Schwab US REIT ETF position peaked at $858K in Q3 2021.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.