BTI
SCHH icon

Blue Trust Inc’s Schwab US REIT ETF SCHH Stock Holding History

Blue Trust 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 		$592 Buy
+25
New +$583 ﹤0.01% 2348
2025
Q4 		– Sell
-1,223
Closed -$26.4K – 2699
2025
Q3 		$26.4K Buy
+1,223
New +$26.1K ﹤0.01% 1596
2025
Q1 		– Sell
-140
Closed -$2.95K – 2546
2024
Q4 		$2.95K Sell
140
-1,534
-92% -$34.3K ﹤0.01% 2170
2024
Q3 		$33.4K Buy
+1,674
New +$36.6K ﹤0.01% 1738
2023
Q2 		– Sell
-190
Closed -$4K – 2466
2023
Q1 		$4K Buy
+190
New +$3.81K ﹤0.01% 1866
2022
Q4 		– Sell
-373
Closed -$8K – 2435
2022
Q3 		$8K Buy
373
+303
+433% +$6.56K ﹤0.01% 1431
2022
Q2 		$2K Buy
+70
New +$1.61K ﹤0.01% 1695

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

Blue Trust Inc's SCHH Position: Q2 2026 in Review

Blue Trust Inc opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 25 shares worth $592. The stake represents ﹤0.01% of the portfolio and ranks #2348 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in SCHH as recently as Q3 2025.

Blue Trust Inc first reported a position in SCHH in Q2 2022 and has held it in 7 quarters since. The position peaked at $33.4K in Q3 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Blue Trust Inc held 25 shares of Schwab US REIT ETF worth $592 as of Q2 2026.
  • Schwab US REIT ETF was a new Blue Trust Inc position in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2348 holding.
  • Blue Trust Inc first reported a position in Schwab US REIT ETF in Q2 2022 and has held it in 7 quarters since.
  • Blue Trust Inc's Schwab US REIT ETF position peaked at $33.4K in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.