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Brinker Capital Investments’s Schwab US REIT ETF SCHH Stock Holding History

Brinker Capital Investments’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 		$2.84M Sell
119,745
-47,992
-29% -$1.12M 0.02% 615
2026
Q1 		$3.6M Buy
167,737
+70,132
+72% +$1.54M 0.03% 485
2025
Q4 		$2.04M Buy
97,605
+27,094
+38% +$574K 0.02% 838
2025
Q3 		$1.52M Buy
70,511
+2,409
+4% +$51.4K 0.01% 988
2025
Q2 		$1.44M Buy
68,102
+7,779
+13% +$163K 0.01% 976
2025
Q1 		$1.3M Buy
60,323
+7,431
+14% +$159K 0.01% 936
2024
Q4 		$1.11M Buy
52,892
+9,112
+21% +$204K 0.01% 994
2024
Q3 		$1.01M Buy
43,780
+7,108
+19% +$156K 0.01% 1032
2024
Q2 		$732K Buy
36,672
+79
+0.2% +$1.54K 0.01% 1132
2024
Q1 		$743K Buy
36,593
+5,035
+16% +$101K 0.01% 1115
2023
Q4 		$652K Sell
31,558
-5,989
-16% -$111K 0.01% 1110
2023
Q3 		$666K Buy
37,547
+525
+1% +$10.1K 0.01% 1088
2023
Q2 		$723K Buy
37,022
+7,499
+25% +$144K 0.01% 1075
2023
Q1 		$576K Buy
+29,523
New +$591K 0.01% 1090
2020
Q1 		– Sell
-202,790
Closed -$4.66M – 671
2019
Q4 		$4.66M Buy
202,790
+2,790
+1% +$65K 0.16% 124
2019
Q3 		$4.72M Hold
200,000
– – 0.16% 128
2019
Q2 		$4.44M Hold
200,000
– – 0.14% 146
2019
Q1 		$4.44M Buy
+200,000
New +$4.25M 0.14% 143
2018
Q1 		– Sell
-6
Closed – – 585
2017
Q4 		$0 Buy
+6
New +$125 ﹤0.01% 584
2016
Q1 		– Sell
-138
Closed -$3K – 642
2015
Q4 		$3K Buy
+138
New +$2.7K ﹤0.01% 457
2013
Q3 		– Sell
-26,996
Closed -$433K – 392
2013
Q2 		$433K Buy
+26,996
New +$454K 0.02% 205

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

Brinker Capital Investments's SCHH Position: Q2 2026 in Review

Brinker Capital Investments reduced its Schwab US REIT ETF (SCHH) stake by 29% in Q2 2026, selling an estimated $1.12M and leaving 119,745 shares worth $2.84M. The position accounts for 0.02% of the portfolio, ranked #615.

Brinker Capital Investments first reported a position in SCHH in Q2 2013 and has held it in 21 quarters since. The position peaked at $4.72M in Q3 2019. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Brinker Capital Investments held 119,745 shares of Schwab US REIT ETF worth $2.84M as of Q2 2026.
  • Brinker Capital Investments sold 47,992 Schwab US REIT ETF shares in Q2 2026, an estimated $1.12M.
  • Schwab US REIT ETF made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #615 holding.
  • Brinker Capital Investments first reported a position in Schwab US REIT ETF in Q2 2013 and has held it in 21 quarters since.
  • Brinker Capital Investments's Schwab US REIT ETF position peaked at $4.72M in Q3 2019.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.