Brown, Lisle/Cummings’s Schwab US REIT ETF SCHH Stock Holding History

Brown, Lisle/Cummings’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	$4.38K	Hold	185	–	–	﹤0.01%	726
2026 Q1	$3.98K	Hold	185	–	–	﹤0.01%	715
2025 Q4	$3.87K	Hold	185	–	–	﹤0.01%	579
2025 Q3	$3.99K	Hold	185	–	–	﹤0.01%	591
2025 Q2	$3.92K	Hold	185	–	–	﹤0.01%	590
2025 Q1	$3.98K	Hold	185	–	–	﹤0.01%	578
2024 Q4	$3.9K	Hold	185	–	–	﹤0.01%	556
2024 Q3	$4.29K	Hold	185	–	–	﹤0.01%	527
2024 Q2	$3.69K	Hold	185	–	–	﹤0.01%	530
2024 Q1	$3.76K	Hold	185	–	–	﹤0.01%	496
2023 Q4	$3.83K	Hold	185	–	–	﹤0.01%	506
2023 Q3	$3.28K	Hold	185	–	–	﹤0.01%	491
2023 Q2	$3.61K	Hold	185	–	–	﹤0.01%	492
2023 Q1	$3.61K	Hold	185	–	–	﹤0.01%	472
2022 Q4	$3.57K	Hold	185	–	–	﹤0.01%	455
2022 Q3	$3.46K	Buy	+185	New	+$4K	﹤0.01%	447

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Brown, Lisle/Cummings's SCHH Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 185 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Brown, Lisle/Cummings first reported a position in SCHH in Q3 2022 and has held it in 16 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Brown, Lisle/Cummings held 185 shares of Schwab US REIT ETF worth $4.38K as of Q2 2026.
Brown, Lisle/Cummings left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #726 holding.
Brown, Lisle/Cummings first reported a position in Schwab US REIT ETF in Q3 2022 and has held it in 16 quarters since.
594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.