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Benjamin Edwards Inc’s Schwab US REIT ETF SCHH Stock Holding History

Benjamin Edwards Inc’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 		$52.8M Buy
2,229,955
+129,661
+6% +$3.02M 0.48% 41
2026
Q1 		$45.1M Buy
2,100,294
+288,850
+16% +$6.33M 0.45% 53
2025
Q4 		$37.8M Buy
1,811,444
+131,891
+8% +$2.8M 0.42% 66
2025
Q3 		$36.2M Buy
1,679,553
+117,314
+8% +$2.5M 0.41% 67
2025
Q2 		$33.1M Buy
1,562,239
+58,910
+4% +$1.23M 0.42% 70
2025
Q1 		$32.3M Buy
1,503,329
+615,288
+69% +$13.2M 0.45% 65
2024
Q4 		$18.7M Buy
888,041
+31,942
+4% +$714K 0.27% 102
2024
Q3 		$19.8M Buy
856,099
+847,388
+9,728% +$18.5M 0.29% 102
2024
Q2 		$174K Buy
8,711
+1,074
+14% +$20.9K 0.03% 358
2024
Q1 		$155K Sell
7,637
-1,330
-15% -$26.7K 0.03% 369
2023
Q4 		$186K Buy
8,967
+732
+9% +$13.6K 0.04% 331
2023
Q3 		$146K Buy
8,235
+4,227
+105% +$81.3K 0.03% 329
2023
Q2 		$78K Sell
4,008
-60
-1% -$1.15K 0.02% 420
2023
Q1 		$79K Buy
+4,068
New +$81.5K 0.02% 398
2022
Q4 		– Sell
-2,835
Closed -$53K – 761
2022
Q3 		$53K Sell
2,835
-57
-2% -$1.23K 0.02% 412
2022
Q2 		$61K Sell
2,892
-233
-7% -$5.36K 0.02% 411
2022
Q1 		$78K Buy
3,125
+195
+7% +$4.71K 0.02% 402
2021
Q4 		$77K Buy
2,930
+100
+4% +$2.46K 0.02% 381
2021
Q3 		$65K Sell
2,830
-74
-3% -$1.76K 0.04% 271
2021
Q2 		$66K Buy
2,904
+964
+50% +$21.4K 0.05% 250
2021
Q1 		$40K Buy
1,940
+12
+0.6% +$235 0.03% 264
2020
Q4 		$37K Buy
1,928
+136
+8% +$2.52K 0.03% 266
2020
Q3 		$32K Buy
1,792
+404
+29% +$7.27K 0.03% 253
2020
Q2 		$24K Buy
1,388
+464
+50% +$8.06K 0.02% 252
2020
Q1 		$15K Buy
924
+610
+194% +$13K 0.02% 258
2019
Q4 		$7K Buy
314
+12
+4% +$280 0.01% 243
2019
Q3 		$7K Sell
302
-14
-4% -$321 0.02% 241
2019
Q2 		$7K Buy
+316
New +$7.05K 0.02% 244

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Benjamin Edwards Inc's SCHH Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Schwab US REIT ETF (SCHH) stake by 6.2% in Q2 2026, buying an estimated $3.02M and bringing the position to 2,229,955 shares worth $52.8M. The position accounts for 0.48% of the portfolio, ranked #41.

Benjamin Edwards Inc first reported a position in SCHH in Q2 2019 and has held it in 28 quarters since. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Benjamin Edwards Inc held 2,229,955 shares of Schwab US REIT ETF worth $52.8M as of Q2 2026.
  • Benjamin Edwards Inc bought 129,661 Schwab US REIT ETF shares in Q2 2026, an estimated $3.02M.
  • Schwab US REIT ETF made up 0.48% of Benjamin Edwards Inc's portfolio in Q2 2026, its #41 holding.
  • Benjamin Edwards Inc first reported a position in Schwab US REIT ETF in Q2 2019 and has held it in 28 quarters since.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.