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Arlington Trust’s Schwab US REIT ETF SCHH Stock Holding History

Arlington Trust’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 		$5.73K Hold
242
– – ﹤0.01% 542
2026
Q1 		$5.2K Hold
242
– – ﹤0.01% 526
2025
Q4 		$5.05K Hold
242
– – ﹤0.01% 376
2025
Q3 		$5.22K Hold
242
– – ﹤0.01% 523
2025
Q2 		$5.12K Hold
242
– – ﹤0.01% 528
2025
Q1 		$5.21K Hold
242
– – ﹤0.01% 555
2024
Q4 		$5.1K Hold
242
– – ﹤0.01% 508
2024
Q3 		$5.61K Hold
242
– – ﹤0.01% 484
2024
Q2 		$4.83K Hold
242
– – ﹤0.01% 490
2024
Q1 		$4.91K Hold
242
– – ﹤0.01% 435
2023
Q4 		$5.01K Buy
+242
New +$4.5K ﹤0.01% 477

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

Arlington Trust's SCHH Position: Q2 2026 in Review

Arlington Trust held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 242 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Arlington Trust first reported a position in SCHH in Q4 2023 and has held it in 11 quarters since. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Arlington Trust held 242 shares of Schwab US REIT ETF worth $5.73K as of Q2 2026.
  • Arlington Trust left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #542 holding.
  • Arlington Trust first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.