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

Western Wealth Management’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 		$360K Sell
15,184
-3,029
-17% -$70.6K 0.01% 773
2026
Q1 		$391K Buy
18,213
+890
+5% +$19.5K 0.01% 704
2025
Q4 		$362K Buy
17,323
+305
+2% +$6.47K 0.02% 606
2025
Q3 		$367K Buy
17,018
+70
+0.4% +$1.49K 0.02% 532
2025
Q2 		$359K Sell
16,948
-321
-2% -$6.72K 0.02% 511
2025
Q1 		$371K Buy
17,269
+249
+1% +$5.32K 0.02% 464
2024
Q4 		$358K Buy
17,020
+1,196
+8% +$26.7K 0.02% 550
2024
Q3 		$367K Buy
15,824
+243
+2% +$5.32K 0.02% 536
2024
Q2 		$311K Sell
15,581
-13
-0.1% -$254 0.02% 488
2024
Q1 		$317K Sell
15,594
-3,231
-17% -$64.8K 0.02% 490
2023
Q4 		$390K Buy
18,825
+3,499
+23% +$65K 0.03% 474
2023
Q3 		$272K Buy
15,326
+119
+0.8% +$2.29K 0.02% 531
2023
Q2 		$297K Sell
15,207
-1,632
-10% -$31.3K 0.03% 506
2023
Q1 		$328K Buy
16,839
+371
+2% +$7.43K 0.03% 477
2022
Q4 		$318K Sell
16,468
-16,198
-50% -$312K 0.03% 449
2022
Q3 		$610K Buy
32,666
+238
+0.7% +$5.15K 0.03% 422
2022
Q2 		$684K Buy
32,428
+224
+0.7% +$5.15K 0.04% 389
2022
Q1 		$802K Buy
32,204
+15,038
+88% +$363K 0.04% 392
2021
Q4 		$453K Buy
+17,166
New +$423K 0.04% 353

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

Western Wealth Management's SCHH Position: Q2 2026 in Review

Western Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 17% in Q2 2026, selling an estimated $70.6K and leaving 15,184 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #773.

Western Wealth Management first reported a position in SCHH in Q4 2021 and has held it in 19 quarters since. The position peaked at $802K in Q1 2022. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Western Wealth Management held 15,184 shares of Schwab US REIT ETF worth $360K as of Q2 2026.
  • Western Wealth Management sold 3,029 Schwab US REIT ETF shares in Q2 2026, an estimated $70.6K.
  • Schwab US REIT ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #773 holding.
  • Western Wealth Management first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • Western Wealth Management's Schwab US REIT ETF position peaked at $802K in Q1 2022.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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