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

Atlas 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 		$1.77M Buy
74,771
+43,399
+138% +$1.01M 0.19% 103
2026
Q1 		$674K Sell
31,372
-9,897
-24% -$217K 0.08% 208
2025
Q4 		$862K Buy
+41,269
New +$875K 0.1% 179
2025
Q2 		$1.05M Sell
49,519
-56,696
-53% -$1.19M 0.13% 141
2025
Q1 		$2.28M Buy
106,215
+30,496
+40% +$652K 0.29% 74
2024
Q4 		$1.59M Sell
75,719
-79,496
-51% -$1.78M 0.2% 90
2024
Q3 		$3.6M Buy
155,215
+77,412
+99% +$1.69M 0.55% 42
2024
Q2 		$1.55M Sell
77,803
-16,820
-18% -$328K 0.2% 93
2024
Q1 		$1.92M Buy
94,623
+37,527
+66% +$752K 0.3% 70
2023
Q4 		$1.18M Sell
57,096
-6,965
-11% -$129K 0.17% 99
2023
Q3 		$1.14M Buy
64,061
+4,726
+8% +$90.9K 0.19% 96
2023
Q2 		$1.16M Sell
59,335
-12,810
-18% -$246K 0.18% 99
2023
Q1 		$1.41M Sell
72,145
-505
-0.7% -$10.1K 0.22% 82
2022
Q4 		$1.4M Sell
72,650
-11,228
-13% -$216K 0.24% 84
2022
Q3 		$1.57M Buy
83,878
+15,376
+22% +$333K 0.29% 68
2022
Q2 		$1.44M Sell
68,502
-39,846
-37% -$917K 0.24% 81
2022
Q1 		$2.7M Sell
108,348
-18,226
-14% -$440K 0.42% 50
2021
Q4 		$3.33M Sell
126,574
-7,800
-6% -$192K 0.5% 46
2021
Q3 		$3.07M Buy
134,374
+46,998
+54% +$1.12M 0.49% 47
2021
Q2 		$2M Buy
87,376
+27,718
+46% +$616K 0.34% 67
2021
Q1 		$1.23M Buy
59,658
+53,592
+883% +$1.05M 0.24% 90
2020
Q4 		$115K Buy
+6,066
New +$112K 0.02% 377
2020
Q3 		– Sell
-13,476
Closed -$237K – 536
2020
Q2 		$237K Buy
+13,476
New +$234K 0.06% 280
2020
Q1 		– Sell
-48,520
Closed -$1.11M – 703
2019
Q4 		$1.11M Sell
48,520
-5,056
-9% -$118K 0.28% 92
2019
Q3 		$1.26M Buy
53,576
+6,872
+15% +$158K 0.38% 73
2019
Q2 		$1.04M Buy
46,704
+12,626
+37% +$282K 0.34% 77
2019
Q1 		$757K Buy
34,078
+2,654
+8% +$56.3K 0.27% 105
2018
Q4 		$605K Buy
31,424
+16,152
+106% +$330K 0.24% 113
2018
Q3 		$312K Buy
+15,272
New +$323K 0.1% 237

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

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

Atlas Capital Advisors increased its Schwab US REIT ETF (SCHH) stake by 138% in Q2 2026, buying an estimated $1.01M and bringing the position to 74,771 shares worth $1.77M. The position accounts for 0.19% of the portfolio, ranked #103.

Atlas Capital Advisors first reported a position in SCHH in Q3 2018 and has held it in 29 quarters since. The position peaked at $3.6M in Q3 2024. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Atlas Capital Advisors held 74,771 shares of Schwab US REIT ETF worth $1.77M as of Q2 2026.
  • Atlas Capital Advisors bought 43,399 Schwab US REIT ETF shares in Q2 2026, an estimated $1.01M.
  • Schwab US REIT ETF made up 0.19% of Atlas Capital Advisors's portfolio in Q2 2026, its #103 holding.
  • Atlas Capital Advisors first reported a position in Schwab US REIT ETF in Q3 2018 and has held it in 29 quarters since.
  • Atlas Capital Advisors's Schwab US REIT ETF position peaked at $3.6M in Q3 2024.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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