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Blume Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Blume Capital Management’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 		$76.5K Hold
3,230
– – 0.01% 176
2026
Q1 		$69.4K Hold
3,230
– – 0.01% 175
2025
Q4 		$67.5K Sell
3,230
-300
-8% -$6.36K 0.01% 170
2025
Q3 		$76.1K Hold
3,530
– – 0.01% 164
2025
Q2 		$74.7K Sell
3,530
-100
-3% -$2.1K 0.02% 161
2025
Q1 		$78.1K Hold
3,630
– – 0.02% 156
2024
Q4 		$76.4K Hold
3,630
– – 0.02% 161
2024
Q3 		$84.1K Hold
3,630
– – 0.02% 157
2024
Q2 		$72.5K Hold
3,630
– – 0.02% 157
2024
Q1 		$73.7K Hold
3,630
– – 0.02% 158
2023
Q4 		$75.2K Buy
3,630
+100
+3% +$1.86K 0.02% 152
2023
Q3 		$62.7K Sell
3,530
-350
-9% -$6.73K 0.02% 157
2023
Q2 		$75.8K Sell
3,880
-50
-1% -$959 0.02% 147
2023
Q1 		$76.6K Sell
3,930
-100
-2% -$2K 0.02% 141
2022
Q4 		$77.7K Sell
4,030
-2,000
-33% -$38.5K 0.03% 141
2022
Q3 		$113K Hold
6,030
– – 0.04% 112
2022
Q2 		$127K Sell
6,030
-200
-3% -$4.6K 0.05% 106
2022
Q1 		$155K Buy
6,230
+100
+2% +$2.41K 0.05% 97
2021
Q4 		$161K Buy
6,130
+50
+0.8% +$1.23K 0.05% 105
2021
Q3 		$139K Hold
6,080
– – 0.05% 108
2021
Q2 		$139K Sell
6,080
-200
-3% -$4.45K 0.05% 102
2021
Q1 		$129K Sell
6,280
-141,364
-96% -$2.76M 0.05% 100
2020
Q4 		$2.8M Buy
147,644
+10,214
+7% +$189K 1.2% 28
2020
Q3 		$2.43M Buy
+137,430
New +$2.47M 1.23% 27

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

Blume Capital Management's SCHH Position: Q2 2026 in Review

Blume Capital Management held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 3,230 shares worth $76.5K. The position accounts for 0.01% of the portfolio, ranked #176.

Blume Capital Management first reported a position in SCHH in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.8M in Q4 2020. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Blume Capital Management held 3,230 shares of Schwab US REIT ETF worth $76.5K as of Q2 2026.
  • Blume Capital Management left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.01% of Blume Capital Management's portfolio in Q2 2026, its #176 holding.
  • Blume Capital Management first reported a position in Schwab US REIT ETF in Q3 2020 and has held it in 24 quarters since.
  • Blume Capital Management's Schwab US REIT ETF position peaked at $2.8M in Q4 2020.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.