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

WT 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
Q3 		$553K Sell
25,078
-11,445
-31% -$272K 0.15% 92
2026
Q2 		$865K Sell
36,523
-158
-0.4% -$3.68K 0.24% 81
2026
Q1 		$788K Buy
36,681
+1,585
+5% +$34.7K 0.23% 83
2025
Q4 		$733K Buy
35,096
+721
+2% +$15.3K 0.21% 81
2025
Q3 		$741K Buy
34,375
+12,414
+57% +$265K 0.21% 76
2025
Q2 		$465K Buy
21,961
+1,327
+6% +$27.8K 0.14% 100
2025
Q1 		$444K Buy
20,634
+1,951
+10% +$41.7K 0.14% 89
2024
Q4 		$393K Sell
18,683
-145
-0.8% -$3.24K 0.12% 97
2024
Q3 		$436K Sell
18,828
-40,566
-68% -$888K 0.14% 87
2024
Q2 		$1.19M Buy
59,394
+1,128
+2% +$22K 0.41% 65
2024
Q1 		$1.18M Buy
58,266
+38,060
+188% +$763K 0.42% 68
2023
Q4 		$418K Sell
20,206
-1,981
-9% -$36.8K 0.17% 82
2023
Q3 		$394K Sell
22,187
-1,282
-5% -$24.7K 0.17% 84
2023
Q2 		$458K Sell
23,469
-60,787
-72% -$1.17M 0.19% 85
2023
Q1 		$1.64M Sell
84,256
-14,936
-15% -$299K 0.71% 34
2022
Q4 		$1.91M Sell
99,192
-15,786
-14% -$304K 0.93% 31
2022
Q3 		$2.15M Sell
114,978
-9,430
-8% -$204K 1.08% 21
2022
Q2 		$2.62M Sell
124,408
-34,217
-22% -$787K 1.3% 21
2022
Q1 		$3.95M Buy
158,625
+8,137
+5% +$196K 1.52% 18
2021
Q4 		$3.96M Sell
150,488
-3,776
-2% -$93.1K 1.46% 17
2021
Q3 		$3.52M Buy
154,264
+3,948
+3% +$94.1K 1.36% 21
2021
Q2 		$3.44M Buy
150,316
+5,006
+3% +$111K 1.39% 20
2021
Q1 		$2.98M Buy
145,310
+21,738
+18% +$425K 1.38% 19
2020
Q4 		$2.35M Sell
123,572
-3,402
-3% -$62.9K 1.28% 18
2020
Q3 		$2.25M Sell
126,974
-5,198
-4% -$93.5K 1.49% 18
2020
Q2 		$2.33M Buy
132,172
+15,888
+14% +$276K 1.87% 12
2020
Q1 		$1.9M Sell
116,284
-3,712
-3% -$79.2K 2.01% 12
2019
Q4 		$2.76M Buy
119,996
+8,840
+8% +$206K 2.1% 9
2019
Q3 		$2.62M Buy
+111,156
New +$2.55M 2.28% 8

Other funds holding SCHH

PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WT Wealth Management's SCHH Position: Q3 2026 in Review

WT Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 31% in Q3 2026, selling an estimated $272K and leaving 25,078 shares worth $553K. The position accounts for 0.15% of the portfolio, ranked #92.

WT Wealth Management first reported a position in SCHH in Q3 2019 and has held it in 29 quarters since. The position peaked at $3.96M in Q4 2021. 64 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • WT Wealth Management held 25,078 shares of Schwab US REIT ETF worth $553K as of Q3 2026.
  • WT Wealth Management sold 11,445 Schwab US REIT ETF shares in Q3 2026, an estimated $272K.
  • Schwab US REIT ETF made up 0.15% of WT Wealth Management's portfolio in Q3 2026, its #92 holding.
  • WT Wealth Management first reported a position in Schwab US REIT ETF in Q3 2019 and has held it in 29 quarters since.
  • WT Wealth Management's Schwab US REIT ETF position peaked at $3.96M in Q4 2021.
  • 64 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.