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1620 Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

1620 Investment Advisors’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 		$9.57K Hold
404
– – 0.01% 500
2026
Q1 		$8.68K Sell
404
-52
-11% -$1.14K 0.01% 485
2025
Q4 		$9.53K Hold
456
– – 0.01% 469
2025
Q3 		$9.84K Hold
456
– – 0.01% 458
2025
Q2 		$9.65K Hold
456
– – 0.01% 460
2025
Q1 		$9.81K Hold
456
– – 0.01% 449
2024
Q4 		$9.6K Hold
456
– – 0.01% 461
2024
Q3 		$10.6K Hold
456
– – 0.01% 462
2024
Q2 		$9.11K Buy
+456
New +$8.89K 0.01% 460

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

1620 Investment Advisors's SCHH Position: Q2 2026 in Review

1620 Investment Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 404 shares worth $9.57K. The position accounts for 0.01% of the portfolio, ranked #500.

1620 Investment Advisors first reported a position in SCHH in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.6K in Q3 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • 1620 Investment Advisors held 404 shares of Schwab US REIT ETF worth $9.57K as of Q2 2026.
  • 1620 Investment Advisors left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #500 holding.
  • 1620 Investment Advisors first reported a position in Schwab US REIT ETF in Q2 2024 and has held it in 9 quarters since.
  • 1620 Investment Advisors's Schwab US REIT ETF position peaked at $10.6K in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.