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American Capital Advisory’s Schwab US REIT ETF SCHH Stock Holding History

American Capital Advisory’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 		$758 Buy
+32
New +$746 ﹤0.01% 863
2025
Q1 		– Sell
-279
Closed -$5.88K – 837
2024
Q4 		$5.88K Buy
279
+3
+1% +$67 ﹤0.01% 334
2024
Q3 		$6.4K Buy
276
+1
+0.4% +$22 ﹤0.01% 329
2024
Q2 		$5.69K Sell
275
-38
-12% -$741 ﹤0.01% 297
2024
Q1 		$6.1K Buy
313
+38
+14% +$762 0.01% 294
2023
Q4 		$5.69K Buy
+275
New +$5.11K ﹤0.01% 297

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

American Capital Advisory's SCHH Position: Q2 2026 in Review

American Capital Advisory opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 32 shares worth $758. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings. This is a return to the name: American Capital Advisory previously reported a position in SCHH as recently as Q4 2024.

American Capital Advisory first reported a position in SCHH in Q4 2023 and has held it in 6 quarters since. The position peaked at $6.4K in Q3 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • American Capital Advisory held 32 shares of Schwab US REIT ETF worth $758 as of Q2 2026.
  • Schwab US REIT ETF was a new American Capital Advisory position in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #863 holding.
  • American Capital Advisory first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 6 quarters since.
  • American Capital Advisory's Schwab US REIT ETF position peaked at $6.4K in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.