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Whelan Financial’s Schwab US REIT ETF SCHH Stock Holding History

Whelan Financial’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 		$448K Buy
18,913
+1,437
+8% +$33.5K 0.12% 62
2026
Q1 		$376K Sell
17,476
-17
-0.1% -$373 0.12% 62
2025
Q4 		$365K Sell
17,493
-777
-4% -$16.5K 0.11% 60
2025
Q3 		$394K Sell
18,270
-288
-2% -$6.14K 0.12% 58
2025
Q2 		$393K Sell
18,558
-721
-4% -$15.1K 0.14% 48
2025
Q1 		$415K Sell
19,279
-981
-5% -$21K 0.16% 41
2024
Q4 		$427K Sell
20,260
-3
-0% -$67 0.17% 34
2024
Q3 		$469K Sell
20,263
-586
-3% -$12.8K 0.19% 29
2024
Q2 		$416K Sell
20,849
-177
-0.8% -$3.45K 0.19% 30
2024
Q1 		$427K Sell
21,026
-232
-1% -$4.65K 0.19% 30
2023
Q4 		$440K Sell
21,258
-7,010
-25% -$130K 0.21% 26
2023
Q3 		$502K Sell
28,268
-1,546
-5% -$29.7K 0.26% 20
2023
Q2 		$582K Sell
29,814
-752
-2% -$14.4K 0.3% 17
2023
Q1 		$596K Sell
30,566
-9,534
-24% -$191K 0.33% 16
2022
Q4 		$774K Buy
40,100
+19,219
+92% +$370K 0.47% 17
2022
Q3 		$390K Sell
20,881
-27,203
-57% -$589K 0.27% 16
2022
Q2 		$1.01M Buy
48,084
+30,626
+175% +$705K 0.69% 13
2022
Q1 		$435K Sell
17,458
-1,012
-5% -$24.4K 0.27% 14
2021
Q4 		$487K Sell
18,470
-9,522
-34% -$235K 0.3% 13
2021
Q3 		$639K Buy
+27,992
New +$667K 0.58% 11

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

Whelan Financial's SCHH Position: Q2 2026 in Review

Whelan Financial increased its Schwab US REIT ETF (SCHH) stake by 8.2% in Q2 2026, buying an estimated $33.5K and bringing the position to 18,913 shares worth $448K. The position accounts for 0.12% of the portfolio, ranked #62.

Whelan Financial first reported a position in SCHH in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.01M in Q2 2022. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Whelan Financial held 18,913 shares of Schwab US REIT ETF worth $448K as of Q2 2026.
  • Whelan Financial bought 1,437 Schwab US REIT ETF shares in Q2 2026, an estimated $33.5K.
  • Schwab US REIT ETF made up 0.12% of Whelan Financial's portfolio in Q2 2026, its #62 holding.
  • Whelan Financial first reported a position in Schwab US REIT ETF in Q3 2021 and has held it in 20 quarters since.
  • Whelan Financial's Schwab US REIT ETF position peaked at $1.01M in Q2 2022.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.