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Caldwell Sutter Capital’s Schwab US REIT ETF SCHH Stock Holding History

Caldwell Sutter Capital’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 		$2.85K Hold
120
– – ﹤0.01% 762
2026
Q1 		$2.58K Hold
120
– – ﹤0.01% 724
2025
Q4 		$2.51K Hold
120
– – ﹤0.01% 716
2025
Q3 		$2.59K Hold
120
– – ﹤0.01% 710
2025
Q2 		$2.54K Hold
120
– – ﹤0.01% 693
2025
Q1 		$2.58K Hold
120
– – ﹤0.01% 703
2024
Q4 		$2.53K Hold
120
– – ﹤0.01% 721
2024
Q3 		$2.78K Hold
120
– – ﹤0.01% 722
2024
Q2 		$2.4K Hold
120
– – ﹤0.01% 738
2024
Q1 		$2.44K Hold
120
– – ﹤0.01% 733
2023
Q4 		$2.48K Hold
120
– – ﹤0.01% 731
2023
Q3 		$2.13K Hold
120
– – ﹤0.01% 724
2023
Q2 		$2.34K Buy
+120
New +$2.3K ﹤0.01% 720

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

Caldwell Sutter Capital's SCHH Position: Q2 2026 in Review

Caldwell Sutter Capital held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 120 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Caldwell Sutter Capital first reported a position in SCHH in Q2 2023 and has held it in 13 quarters since. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Caldwell Sutter Capital held 120 shares of Schwab US REIT ETF worth $2.85K as of Q2 2026.
  • Caldwell Sutter Capital left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #762 holding.
  • Caldwell Sutter Capital first reported a position in Schwab US REIT ETF in Q2 2023 and has held it in 13 quarters since.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.