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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
Q3 		$890K Buy
40,364
+1,585
+4% +$37.6K 0.34% 55
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% -$4.3K 0.5% 43
2023
Q1 		$637K Buy
+32,654
New +$654K 0.53% 40

Other funds holding SCHH

Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
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
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WF
Williams Financial North Bennington, Vermont $197M AUM 7.58% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

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

Yoder Wealth Management increased its Schwab US REIT ETF (SCHH) stake by 4.1% in Q3 2026, buying an estimated $37.6K and bringing the position to 40,364 shares worth $890K. The position accounts for 0.34% of the portfolio, ranked #55.

Yoder Wealth Management first reported a position in SCHH in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.04M in Q1 2026. 107 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • Yoder Wealth Management held 40,364 shares of Schwab US REIT ETF worth $890K as of Q3 2026.
  • Yoder Wealth Management bought 1,585 Schwab US REIT ETF shares in Q3 2026, an estimated $37.6K.
  • Schwab US REIT ETF made up 0.34% of Yoder Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Yoder Wealth Management first reported a position in Schwab US REIT ETF in Q1 2023 and has held it in 15 quarters since.
  • Yoder Wealth Management's Schwab US REIT ETF position peaked at $1.04M in Q1 2026.
  • 107 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

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