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Black Diamond Financial’s Schwab US REIT ETF SCHH Stock Holding History

Black Diamond Financial’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 		$2.5M Buy
105,377
+1,469
+1% +$34.3K 0.22% 54
2026
Q1 		$2.23M Buy
103,908
+6,366
+7% +$140K 0.24% 54
2025
Q4 		$2.04M Buy
97,542
+232
+0.2% +$4.92K 0.21% 60
2025
Q3 		$2.1M Buy
97,310
+15,526
+19% +$331K 0.24% 55
2025
Q2 		$1.73M Sell
81,784
-37,766
-32% -$791K 0.27% 52
2025
Q1 		$2.57M Buy
119,550
+1,753
+1% +$37.5K 0.39% 45
2024
Q4 		$2.48M Buy
117,797
+34,042
+41% +$761K 0.37% 48
2024
Q3 		$1.94M Buy
83,755
+995
+1% +$21.8K 0.33% 46
2024
Q2 		$1.65M Sell
82,760
-3,575
-4% -$69.7K 0.32% 52
2024
Q1 		$1.79M Hold
86,335
– – 0.48% 38
2023
Q4 		$1.79M Sell
86,335
-3,344
-4% -$62.1K 0.48% 38
2023
Q3 		$1.59M Sell
89,679
-191
-0.2% -$3.67K 0.49% 36
2023
Q2 		$1.76M Sell
89,870
-777
-0.9% -$14.9K 0.52% 34
2023
Q1 		$1.77M Buy
90,647
+4,711
+5% +$94.3K 0.58% 32
2022
Q4 		$1.66M Buy
85,936
+33,968
+65% +$654K 0.6% 32
2022
Q3 		$971K Buy
51,968
+8,281
+19% +$179K 0.39% 42
2022
Q2 		$921K Sell
43,687
-7,518
-15% -$173K 0.36% 44
2022
Q1 		$1.27M Buy
51,205
+10,805
+27% +$261K 0.4% 39
2021
Q4 		$1.06M Buy
40,400
+6,770
+20% +$167K 0.36% 38
2021
Q3 		$768K Sell
33,630
-7,502
-18% -$179K 0.37% 40
2021
Q2 		$942K Buy
41,132
+2
+0% +$44 0.37% 37
2021
Q1 		$845K Buy
41,130
+716
+2% +$14K 0.36% 40
2020
Q4 		$767K Sell
40,414
-2,146
-5% -$39.7K 0.35% 39
2020
Q3 		$753K Buy
42,560
+6
+0% +$108 0.42% 35
2020
Q2 		$749K Sell
42,554
-5,582
-12% -$96.9K 0.49% 35
2020
Q1 		$788K Buy
48,136
+8,526
+22% +$182K 0.6% 36
2019
Q4 		$910K Sell
39,610
-3,672
-8% -$85.6K 0.66% 34
2019
Q3 		$1.02M Buy
43,282
+3,876
+10% +$88.9K 0.75% 32
2019
Q2 		$876K Sell
39,406
-4,460
-10% -$99.5K 0.75% 32
2019
Q1 		$974K Sell
43,866
-2,988
-6% -$63.4K 0.87% 30
2018
Q4 		$899K Buy
+46,854
New +$957K 0.71% 33

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

Black Diamond Financial's SCHH Position: Q2 2026 in Review

Black Diamond Financial increased its Schwab US REIT ETF (SCHH) stake by 1.4% in Q2 2026, buying an estimated $34.3K and bringing the position to 105,377 shares worth $2.5M. The position accounts for 0.22% of the portfolio, ranked #54.

Black Diamond Financial first reported a position in SCHH in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.57M in Q1 2025. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Black Diamond Financial held 105,377 shares of Schwab US REIT ETF worth $2.5M as of Q2 2026.
  • Black Diamond Financial bought 1,469 Schwab US REIT ETF shares in Q2 2026, an estimated $34.3K.
  • Schwab US REIT ETF made up 0.22% of Black Diamond Financial's portfolio in Q2 2026, its #54 holding.
  • Black Diamond Financial first reported a position in Schwab US REIT ETF in Q4 2018 and has held it in 31 quarters since.
  • Black Diamond Financial's Schwab US REIT ETF position peaked at $2.57M in Q1 2025.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.