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Alesco Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Alesco 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
Q1 		$1.12M Buy
51,949
+65
+0.1% +$1.43K 0.03% 104
2025
Q4 		$1.08M Buy
51,884
+4,651
+10% +$98.6K 0.03% 99
2025
Q3 		$1.02M Buy
47,233
+82
+0.2% +$1.75K 0.03% 98
2025
Q2 		$998K Buy
47,151
+84
+0.2% +$1.76K 0.03% 93
2025
Q1 		$1.01M Sell
47,067
-6,303
-12% -$135K 0.03% 86
2024
Q4 		$1.12M Sell
53,370
-2,080
-4% -$46.5K 0.04% 84
2024
Q3 		$1.28M Sell
55,450
-4,490
-7% -$98.3K 0.04% 77
2024
Q2 		$1.2M Buy
59,940
+735
+1% +$14.3K 0.04% 78
2024
Q1 		$1.2M Buy
59,205
+2,600
+5% +$52.1K 0.04% 78
2023
Q4 		$1.17M Buy
56,605
+1,220
+2% +$22.7K 0.04% 77
2023
Q3 		$983K Hold
55,385
– – 0.04% 82
2023
Q2 		$1.08M Sell
55,385
-2,510
-4% -$48.1K 0.04% 77
2023
Q1 		$1.13M Buy
57,895
+769
+1% +$15.4K 0.04% 76
2022
Q4 		$1.1M Sell
57,126
-2,239
-4% -$43.1K 0.04% 80
2022
Q3 		$1.11M Sell
59,365
-343
-0.6% -$7.42K 0.05% 71
2022
Q2 		$1.26M Sell
59,708
-1,210
-2% -$27.8K 0.05% 64
2022
Q1 		$1.52M Buy
60,918
+3,144
+5% +$75.9K 0.05% 60
2021
Q4 		$1.52M Sell
57,774
-1,522
-3% -$37.5K 0.05% 61
2021
Q3 		$1.35M Hold
59,296
– – 0.05% 64
2021
Q2 		$1.36M Sell
59,296
-1,060
-2% -$23.6K 0.05% 64
2021
Q1 		$1.24M Sell
60,356
-1,600
-3% -$31.3K 0.05% 63
2020
Q4 		$1.18M Sell
61,956
-30,506
-33% -$564K 0.05% 61
2020
Q3 		$1.64M Sell
92,462
-69,006
-43% -$1.24M 0.07% 47
2020
Q2 		$2.84M Sell
161,468
-1,454,998
-90% -$25.3M 0.14% 38
2020
Q1 		$26.5M Buy
1,616,466
+37,236
+2% +$795K 1.62% 13
2019
Q4 		$36.3M Buy
1,579,230
+9,576
+0.6% +$223K 1.88% 11
2019
Q3 		$37M Buy
1,569,654
+71,158
+5% +$1.63M 2.05% 11
2019
Q2 		$33.3M Sell
1,498,496
-21,734
-1% -$485K 1.79% 12
2019
Q1 		$33.8M Sell
1,520,230
-3,710
-0.2% -$78.7K 1.82% 12
2018
Q4 		$29.3M Sell
1,523,940
-81,646
-5% -$1.67M 1.74% 13
2018
Q3 		$33.5M Buy
1,605,586
+6,666
+0.4% +$141K 1.82% 12
2018
Q2 		$33.4M Sell
1,598,920
-65,496
-4% -$1.3M 1.88% 11
2018
Q1 		$31.8M Buy
1,664,416
+253,572
+18% +$4.89M 1.83% 11
2017
Q4 		$29.4M Buy
1,410,844
+63,272
+5% +$1.32M 1.71% 11
2017
Q3 		$27.7M Buy
1,347,572
+1,235,634
+1,104% +$25.5M 1.7% 11
2017
Q2 		$2.31M Buy
111,938
+72,240
+182% +$1.48M 0.15% 35
2017
Q1 		$809K Buy
39,698
+3,912
+11% +$80.1K 0.06% 72
2016
Q4 		$734K Buy
35,786
+8,746
+32% +$176K 0.06% 69
2016
Q3 		$577K Buy
27,040
+1,092
+4% +$23.9K 0.05% 78
2016
Q2 		$564K Buy
25,948
+1,334
+5% +$27.5K 0.05% 76
2016
Q1 		$510K Sell
24,614
-1,660
-6% -$31.9K 0.05% 76
2015
Q4 		$521K Buy
26,274
+10
+0% +$195 0.05% 73
2015
Q3 		$488K Buy
26,264
+1,520
+6% +$28.5K 0.04% 79
2015
Q2 		$449K Buy
24,744
+1,192
+5% +$23K 0.04% 82
2015
Q1 		$478K Sell
23,552
-1,660
-7% -$33.9K 0.04% 77
2014
Q4 		$491K Buy
25,212
+1,244
+5% +$23.3K 0.05% 76
2014
Q3 		$408K Sell
23,968
-160
-0.7% -$2.85K 0.04% 75
2014
Q2 		$427K Sell
24,128
-19,010
-44% -$329K 0.04% 74
2014
Q1 		$714K Buy
43,138
+2,676
+7% +$42.9K 0.07% 59
2013
Q4 		$612K Buy
40,462
+9,352
+30% +$146K 0.06% 60
2013
Q3 		$481K Buy
31,110
+6,392
+26% +$101K 0.06% 58
2013
Q2 		$396K Buy
+24,718
New +$416K 0.05% 59

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Alesco Advisors's SCHH Position: Q1 2026 in Review

Alesco Advisors increased its Schwab US REIT ETF (SCHH) stake by 0.13% in Q1 2026, buying an estimated $1.43K and bringing the position to 51,949 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #104.

Alesco Advisors first reported a position in SCHH in Q2 2013 and has held it in 52 quarters since. The position peaked at $37M in Q3 2019. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Alesco Advisors held 51,949 shares of Schwab US REIT ETF worth $1.12M as of Q1 2026.
  • Alesco Advisors bought 65 Schwab US REIT ETF shares in Q1 2026, an estimated $1.43K.
  • Schwab US REIT ETF made up 0.03% of Alesco Advisors's portfolio in Q1 2026, its #104 holding.
  • Alesco Advisors first reported a position in Schwab US REIT ETF in Q2 2013 and has held it in 52 quarters since.
  • Alesco Advisors's Schwab US REIT ETF position peaked at $37M in Q3 2019.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Alesco Advisors's 13F filing for Q1 2026, filed 13 May 2026.