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Aptus Capital Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Aptus Capital 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 		$174K Buy
7,353
+372
+5% +$8.67K ﹤0.01% 1144
2026
Q1 		$150K Sell
6,981
-313
-4% -$6.86K ﹤0.01% 1062
2025
Q4 		$152K Sell
7,294
-451
-6% -$9.56K ﹤0.01% 1076
2025
Q3 		$167K Sell
7,745
-1,639
-17% -$35K ﹤0.01% 1013
2025
Q2 		$199K Sell
9,384
-69
-0.7% -$1.45K ﹤0.01% 952
2025
Q1 		$203K Sell
9,453
-154
-2% -$3.29K ﹤0.01% 889
2024
Q4 		$202K Buy
9,607
+3,446
+56% +$77K ﹤0.01% 888
2024
Q3 		$143K Sell
6,161
-331
-5% -$7.24K ﹤0.01% 809
2024
Q2 		$130K Buy
6,492
+1,000
+18% +$19.5K ﹤0.01% 785
2024
Q1 		$111K Buy
5,492
+4,893
+817% +$98.1K ﹤0.01% 811
2023
Q4 		$12.4K Buy
599
+399
+200% +$7.42K ﹤0.01% 782
2023
Q3 		$3.55K Hold
200
– – ﹤0.01% 846
2023
Q2 		$3.91K Hold
200
– – ﹤0.01% 739
2023
Q1 		$3.9K Sell
200
-5,237
-96% -$105K ﹤0.01% 741
2022
Q4 		$105K Buy
5,437
+861
+19% +$16.6K ﹤0.01% 530
2022
Q3 		$86K Sell
4,576
-158
-3% -$3.42K ﹤0.01% 509
2022
Q2 		$100K Buy
4,734
+264
+6% +$6.08K ﹤0.01% 418
2022
Q1 		$111K Buy
4,470
+4,270
+2,135% +$103K ﹤0.01% 460
2021
Q4 		$5K Hold
200
– – ﹤0.01% 522
2021
Q3 		$5K Hold
200
– – ﹤0.01% 497
2021
Q2 		$5K Hold
200
– – ﹤0.01% 525
2021
Q1 		$4K Hold
200
– – ﹤0.01% 489
2020
Q4 		$3K Hold
200
– – ﹤0.01% 454
2020
Q3 		$3K Sell
200
-2
-1% -$36 ﹤0.01% 446
2020
Q2 		$3K Sell
202
-1,010
-83% -$17.5K ﹤0.01% 397
2020
Q1 		$19K Sell
1,212
-16
-1% -$341 ﹤0.01% 347
2019
Q4 		$28K Buy
1,228
+152
+14% +$3.54K ﹤0.01% 423
2019
Q3 		$25K Buy
+1,076
New +$24.7K ﹤0.01% 417

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

Aptus Capital Advisors's SCHH Position: Q2 2026 in Review

Aptus Capital Advisors increased its Schwab US REIT ETF (SCHH) stake by 5.3% in Q2 2026, buying an estimated $8.67K and bringing the position to 7,353 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Aptus Capital Advisors first reported a position in SCHH in Q3 2019 and has held it in 28 quarters since. The position peaked at $203K in Q1 2025. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Aptus Capital Advisors held 7,353 shares of Schwab US REIT ETF worth $174K as of Q2 2026.
  • Aptus Capital Advisors bought 372 Schwab US REIT ETF shares in Q2 2026, an estimated $8.67K.
  • Schwab US REIT ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1144 holding.
  • Aptus Capital Advisors first reported a position in Schwab US REIT ETF in Q3 2019 and has held it in 28 quarters since.
  • Aptus Capital Advisors's Schwab US REIT ETF position peaked at $203K in Q1 2025.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.