Wolff Wiese Magana’s Schwab US REIT ETF SCHH Stock Holding History

Wolff Wiese Magana’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	$5.92K	Hold	250	–	–	﹤0.01%	603
2026 Q1	$5.37K	Hold	250	–	–	﹤0.01%	592
2025 Q4	$5.22K	Hold	250	–	–	﹤0.01%	573
2025 Q3	$5.39K	Sell	250 -7	-3%	-$149	﹤0.01%	576
2025 Q2	$5.44K	Buy	257 +7	+3%	+$147	﹤0.01%	550
2025 Q1	$5.38K	Hold	250	–	–	﹤0.01%	542
2024 Q4	$5.26K	Hold	250	–	–	﹤0.01%	545
2024 Q3	$5.79K	Hold	250	–	–	﹤0.01%	545
2024 Q2	$4.99K	Hold	250	–	–	﹤0.01%	427
2024 Q1	$5.08K	Hold	250	–	–	﹤0.01%	391
2023 Q4	$5.18K	Hold	250	–	–	﹤0.01%	377
2023 Q3	$4.44K	Hold	250	–	–	﹤0.01%	454
2023 Q2	$4.88K	Hold	250	–	–	﹤0.01%	444
2023 Q1	$4.88K	Hold	250	–	–	﹤0.01%	430
2022 Q4	$4.82K	Hold	250	–	–	﹤0.01%	419
2022 Q3	$5K	Hold	250	–	–	﹤0.01%	618
2022 Q2	$5K	Hold	250	–	–	﹤0.01%	641
2022 Q1	$6K	Hold	250	–	–	﹤0.01%	621
2021 Q4	$7K	Hold	250	–	–	﹤0.01%	597
2021 Q3	$6K	Hold	250	–	–	﹤0.01%	606
2021 Q2	$6K	Hold	250	–	–	﹤0.01%	604
2021 Q1	$5K	Hold	250	–	–	﹤0.01%	595
2020 Q4	$5K	Buy	+250	New	+$4.62K	﹤0.01%	542

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Wolff Wiese Magana's SCHH Position: Q2 2026 in Review

Wolff Wiese Magana held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 250 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Wolff Wiese Magana first reported a position in SCHH in Q4 2020 and has held it in 23 quarters since. The position peaked at $7K in Q4 2021. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Wolff Wiese Magana held 250 shares of Schwab US REIT ETF worth $5.92K as of Q2 2026.
Wolff Wiese Magana left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #603 holding.
Wolff Wiese Magana first reported a position in Schwab US REIT ETF in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's Schwab US REIT ETF position peaked at $7K in Q4 2021.
597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.