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Worth Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Worth Asset 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 		$223K Buy
+9,425
New +$220K 0.07% 190
2024
Q4 		– Sell
-28,540
Closed -$661K – 162
2024
Q3 		$661K Buy
+28,540
New +$625K 0.36% 63
2022
Q3 		– Sell
-2,328
Closed -$48K – 544
2022
Q2 		$48K Sell
2,328
-137,648
-98% -$3.17M 0.03% 203
2022
Q1 		$3.05M Buy
+139,976
New +$3.38M 1.99% 15

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

Worth Asset Management's SCHH Position: Q2 2026 in Review

Worth Asset Management opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 9,425 shares worth $223K. The stake represents 0.07% of the portfolio and ranks #190 among its holdings. This is a return to the name: Worth Asset Management previously reported a position in SCHH as recently as Q3 2024.

Worth Asset Management first reported a position in SCHH in Q1 2022 and has held it in 4 quarters since. The position peaked at $3.05M in Q1 2022. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Worth Asset Management held 9,425 shares of Schwab US REIT ETF worth $223K as of Q2 2026.
  • Schwab US REIT ETF was a new Worth Asset Management position in Q2 2026.
  • Schwab US REIT ETF made up 0.07% of Worth Asset Management's portfolio in Q2 2026, its #190 holding.
  • Worth Asset Management first reported a position in Schwab US REIT ETF in Q1 2022 and has held it in 4 quarters since.
  • Worth Asset Management's Schwab US REIT ETF position peaked at $3.05M in Q1 2022.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.