3 Factor Indexing’s Schwab US REIT ETF SCHH Stock Holding History

3 Factor Indexing’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	$154K	Hold	6,522	–	–	0.13%	60
2026 Q1	$140K	Buy	+6,522	New	+$143K	0.13%	56

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

3 Factor Indexing's SCHH Position: Q2 2026 in Review

3 Factor Indexing held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 6,522 shares worth $154K. The position accounts for 0.13% of the portfolio, ranked #60.

3 Factor Indexing first reported a position in SCHH in Q1 2026 and has held it in 2 quarters since. 568 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

3 Factor Indexing held 6,522 shares of Schwab US REIT ETF worth $154K as of Q2 2026.
3 Factor Indexing left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up 0.13% of 3 Factor Indexing's portfolio in Q2 2026, its #60 holding.
3 Factor Indexing first reported a position in Schwab US REIT ETF in Q1 2026 and has held it in 2 quarters since.
568 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.