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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
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

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

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

WT Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 0.43% in Q2 2026, selling an estimated $3.68K and leaving 36,523 shares worth $865K. The position accounts for 0.24% of the portfolio, ranked #81.

WT Wealth Management first reported a position in SCHH in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.96M in Q4 2021. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • WT Wealth Management held 36,523 shares of Schwab US REIT ETF worth $865K as of Q2 2026.
  • WT Wealth Management sold 158 Schwab US REIT ETF shares in Q2 2026, an estimated $3.68K.
  • Schwab US REIT ETF made up 0.24% of WT Wealth Management's portfolio in Q2 2026, its #81 holding.
  • WT Wealth Management first reported a position in Schwab US REIT ETF in Q3 2019 and has held it in 28 quarters since.
  • WT Wealth Management's Schwab US REIT ETF position peaked at $3.96M in Q4 2021.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.