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AWM Capital’s Schwab US REIT ETF SCHH Stock Holding History

AWM Capital’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 		$2.3M Buy
96,936
+159
+0.2% +$3.71K 0.18% 38
2026
Q1 		$2.08M Buy
96,777
+345
+0.4% +$7.56K 0.19% 38
2025
Q4 		$2.01M Buy
96,432
+460
+0.5% +$9.75K 0.18% 36
2025
Q3 		$2.07M Buy
95,972
+313
+0.3% +$6.68K 0.19% 34
2025
Q2 		$2.02M Hold
95,659
– – 0.21% 33
2025
Q1 		$2.06M Sell
95,659
-3,699
-4% -$79.1K 0.24% 31
2024
Q4 		$2.09M Hold
99,358
– – 0.26% 32
2024
Q3 		$2.3M Hold
99,358
– – 0.28% 29
2024
Q2 		$1.98M Sell
99,358
-3,492
-3% -$68.1K 0.3% 31
2024
Q1 		$2.09M Sell
102,850
-94
-0.1% -$1.89K 0.35% 29
2023
Q4 		$2.13M Hold
102,944
– – 0.39% 29
2023
Q3 		$1.83M Hold
102,944
– – 0.37% 31
2023
Q2 		$2.01M Sell
102,944
-7,902
-7% -$152K 0.49% 28
2023
Q1 		$2.16M Buy
110,846
+40
+0% +$801 0.61% 25
2022
Q4 		$2.14M Hold
110,806
– – 0.73% 24
2022
Q3 		$2.18M Sell
110,806
-164
-0.1% -$3.55K 0.74% 24
2022
Q2 		$2.34M Hold
110,970
– – 1.15% 20
2022
Q1 		$2.76M Hold
110,970
– – 1.7% 14
2021
Q4 		$2.92M Hold
110,970
– – 2.22% 12
2021
Q3 		$2.77M Buy
+110,970
New +$2.65M 2.07% 10

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

AWM Capital's SCHH Position: Q2 2026 in Review

AWM Capital increased its Schwab US REIT ETF (SCHH) stake by 0.16% in Q2 2026, buying an estimated $3.71K and bringing the position to 96,936 shares worth $2.3M. The position accounts for 0.18% of the portfolio, ranked #38.

AWM Capital first reported a position in SCHH in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.92M in Q4 2021. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • AWM Capital held 96,936 shares of Schwab US REIT ETF worth $2.3M as of Q2 2026.
  • AWM Capital bought 159 Schwab US REIT ETF shares in Q2 2026, an estimated $3.71K.
  • Schwab US REIT ETF made up 0.18% of AWM Capital's portfolio in Q2 2026, its #38 holding.
  • AWM Capital first reported a position in Schwab US REIT ETF in Q3 2021 and has held it in 20 quarters since.
  • AWM Capital's Schwab US REIT ETF position peaked at $2.92M in Q4 2021.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.