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Allen Capital Group’s Schwab US REIT ETF SCHH Stock Holding History

Allen Capital Group’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 		$282K Sell
11,908
-453
-4% -$10.6K 0.02% 253
2026
Q1 		$266K Buy
12,361
+105
+0.9% +$2.3K 0.02% 239
2025
Q4 		$256K Sell
12,256
-1,343
-10% -$28.5K 0.02% 239
2025
Q3 		$293K Buy
13,599
+107
+0.8% +$2.28K 0.03% 227
2025
Q2 		$285K Sell
13,492
-945
-7% -$19.8K 0.03% 225
2025
Q1 		$311K Sell
14,437
-2,476
-15% -$52.9K 0.04% 202
2024
Q4 		$356K Buy
16,913
+207
+1% +$4.63K 0.04% 182
2024
Q3 		$387K Sell
16,706
-234
-1% -$5.12K 0.05% 169
2024
Q2 		$338K Buy
16,940
+366
+2% +$7.14K 0.05% 164
2024
Q1 		$336K Sell
16,574
-59
-0.4% -$1.18K 0.05% 151
2023
Q4 		$344K Sell
16,633
-837
-5% -$15.6K 0.05% 138
2023
Q3 		$304K Sell
17,470
-1,611
-8% -$31K 0.05% 137
2023
Q2 		$373K Sell
19,081
-26
-0.1% -$499 0.06% 135
2023
Q1 		$373K Buy
+19,107
New +$383K 0.07% 134
2020
Q3 		– Sell
-18,296
Closed -$322K – 146
2020
Q2 		$322K Sell
18,296
-660
-3% -$11.5K 0.09% 104
2020
Q1 		$310K Sell
18,956
-5,820
-23% -$124K 0.1% 101
2019
Q4 		$569K Sell
24,776
-2,730
-10% -$63.6K 0.15% 94
2019
Q3 		$646K Sell
27,506
-98,476
-78% -$2.26M 0.2% 81
2019
Q2 		$2.8M Buy
125,982
+2,522
+2% +$56.3K 0.9% 27
2019
Q1 		$2.74M Buy
123,460
+4,142
+3% +$87.9K 0.91% 26
2018
Q4 		$2.44M Sell
119,318
-8,716
-7% -$178K 0.86% 27
2018
Q3 		$2.67M Buy
128,034
+7,730
+6% +$163K 0.89% 30
2018
Q2 		$2.51M Buy
+120,304
New +$2.38M 0.93% 27

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

Allen Capital Group's SCHH Position: Q2 2026 in Review

Allen Capital Group reduced its Schwab US REIT ETF (SCHH) stake by 3.7% in Q2 2026, selling an estimated $10.6K and leaving 11,908 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #253.

Allen Capital Group first reported a position in SCHH in Q2 2018 and has held it in 23 quarters since. The position peaked at $2.8M in Q2 2019. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Allen Capital Group held 11,908 shares of Schwab US REIT ETF worth $282K as of Q2 2026.
  • Allen Capital Group sold 453 Schwab US REIT ETF shares in Q2 2026, an estimated $10.6K.
  • Schwab US REIT ETF made up 0.02% of Allen Capital Group's portfolio in Q2 2026, its #253 holding.
  • Allen Capital Group first reported a position in Schwab US REIT ETF in Q2 2018 and has held it in 23 quarters since.
  • Allen Capital Group's Schwab US REIT ETF position peaked at $2.8M in Q2 2019.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.