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

Yoder 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 		$918K Sell
38,779
-9,523
-20% -$222K 0.36% 52
2026
Q1 		$1.04M Buy
48,302
+1,709
+4% +$37.5K 0.47% 47
2025
Q4 		$973K Buy
46,593
+12,941
+38% +$274K 0.44% 50
2025
Q3 		$726K Buy
33,652
+4,490
+15% +$95.8K 0.34% 57
2025
Q2 		$617K Buy
29,162
+888
+3% +$18.6K 0.32% 57
2025
Q1 		$608K Buy
28,274
+725
+3% +$15.5K 0.34% 57
2024
Q4 		$580K Buy
27,549
+5,475
+25% +$122K 0.32% 57
2024
Q3 		$511K Buy
22,074
+964
+5% +$21.1K 0.31% 58
2024
Q2 		$422K Buy
21,110
+750
+4% +$14.6K 0.27% 64
2024
Q1 		$413K Sell
20,360
-13,282
-39% -$266K 0.27% 64
2023
Q4 		$697K Sell
33,642
-7,980
-19% -$148K 0.49% 44
2023
Q3 		$739K Buy
41,622
+9,192
+28% +$177K 0.61% 41
2023
Q2 		$633K Sell
32,430
-224
-0.7% -$4.29K 0.5% 43
2023
Q1 		$637K Buy
+32,654
New +$654K 0.53% 40

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

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

Yoder Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 20% in Q2 2026, selling an estimated $222K and leaving 38,779 shares worth $918K. The position accounts for 0.36% of the portfolio, ranked #52.

Yoder Wealth Management first reported a position in SCHH in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.04M in Q1 2026. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Yoder Wealth Management held 38,779 shares of Schwab US REIT ETF worth $918K as of Q2 2026.
  • Yoder Wealth Management sold 9,523 Schwab US REIT ETF shares in Q2 2026, an estimated $222K.
  • Schwab US REIT ETF made up 0.36% of Yoder Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Yoder Wealth Management first reported a position in Schwab US REIT ETF in Q1 2023 and has held it in 14 quarters since.
  • Yoder Wealth Management's Schwab US REIT ETF position peaked at $1.04M in Q1 2026.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.