INTERACTIVE FINANCIAL ADVISORS, INC. SCHH — SCHWAB STRATEGIC TR US REIT ETF Total ETF

Ownership history in INTERACTIVE FINANCIAL ADVISORS, INC.  ·  54 quarters on record

AI Ownership Summary

INTERACTIVE FINANCIAL ADVISORS, INC. reported SCHWAB STRATEGIC TR US REIT ETF Total ETF (SCHH) in 54 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.4% in 2024 Q3. The latest visible filing shows SCHH at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INTERACTIVE FINANCIAL ADVISORS, INC.'s position in SCHWAB STRATEGIC TR US REIT ETF Total ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHH was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHH stock page INTERACTIVE FINANCIAL ADVISORS, INC. fund profile INTERACTIVE FINANCIAL ADVISORS, INC. full holdings
How INTERACTIVE FINANCIAL ADVISORS, INC. held SCHH — position size vs. price
% of Fund (quarterly)    SCHH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 23,206 -961 -4.0% 0.33% $499K 2026-04-28 $23.21
2025 Q4 REDUCED 16.3% +3.4% ❌ 24,167 -4,705 -16.3% 0.33% $505K 2026-02-09 $21.91
2025 Q3 REDUCED 7.6% -1.6% ✅ 28,872 -2,358 -7.6% 0.34% $623K 2025-10-29 $20.60
2025 Q2 ADDED — — — 31,230 +632 +2.1% 0.32% $661K 2025-07-29 $21.08
2025 Q1 REDUCED — — — 30,598 -1,340 -4.2% 0.35% $658K 2025-04-29 $20.26
2024 Q4 REDUCED 5.5% +2.6% ❌ 31,938 -1,860 -5.5% 0.35% $673K 2025-02-06 $20.80
2024 Q3 ADDED — — — 33,798 +280 +0.8% 0.40% $783K 2024-10-30 $21.68
2024 Q2 REDUCED — — — 33,518 -435 -1.3% 0.37% $669K 2024-08-02 $20.62
2024 Q1 ADDED — — — 33,953 +29,897 +737.1% 0.38% $689K 2024-05-03 $18.04
2023 Q4 REDUCED 86.0% -3.0% ✅ 4,056 -24,980 -86.0% 0.11% $205K 2024-02-05 $18.13
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHH

As of 2026 Q1 — sorted by position size

DUMAC, INC. 3Y 7Y 20.77% ZynergyRetirementPlanningLLC 10.48% Pioneer Wealth Management Group 3Y 4.92% White & Co Financial Planning Inc 4.22% Stanich Group LLC 3.72% Frisco Financial Planning LLC 3.68% Upper Left Wealth Management, LLC 3Y 3.53% MASON STREET ADVISORS, LLC 3Y 7Y 3.46% Courage Miller Partners, LLC 3Y 7Y 3.17% WEALTH MANAGEMENT RESOURCES, INC. 3Y 3.04%

FAQ About INTERACTIVE FINANCIAL ADVISORS, INC. and SCHH

These are the practical questions this page is built to answer before you even open the full history table.

How long has INTERACTIVE FINANCIAL ADVISORS, INC. reported owning SCHH?

INTERACTIVE FINANCIAL ADVISORS, INC. reported SCHH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHH position in INTERACTIVE FINANCIAL ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for SCHH was 0.40% in 2024 Q3.

What is the latest reported SCHH position on this page?

The most recent filing on this page is 2026 Q1, when INTERACTIVE FINANCIAL ADVISORS, INC. reported 23,206 shares, equal to 0.33% of portfolio, with an estimated market value of $499K.

What does the chart on this SCHH ownership page compare?

The chart compares INTERACTIVE FINANCIAL ADVISORS, INC.'s quarterly SCHH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did INTERACTIVE FINANCIAL ADVISORS, INC. time their SCHH position?

Based on 13F filing dates vs. subsequent SCHH price moves, INTERACTIVE FINANCIAL ADVISORS, INC. correctly timed 21 out of 53 reported position changes (40%). The annualised alpha on SCHH relative to SPY over the holding period was -4.7%.

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