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Cambridge Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Cambridge Advisors’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 		$281K Sell
11,857
-396
-3% -$9.23K 0.05% 161
2026
Q1 		$263K Buy
12,253
+4
+0% +$88 0.05% 162
2025
Q4 		$256K Sell
12,249
-834
-6% -$17.7K 0.05% 163
2025
Q3 		$282K Sell
13,083
-766
-6% -$16.3K 0.06% 151
2025
Q2 		$293K Buy
13,849
+5
+0% +$105 0.06% 150
2025
Q1 		$298K Buy
13,844
+3
+0% +$64 0.07% 146
2024
Q4 		$291K Sell
13,841
-494
-3% -$11K 0.07% 144
2024
Q3 		$332K Sell
14,335
-91
-0.6% -$1.99K 0.07% 137
2024
Q2 		$288K Sell
14,426
-10
-0.1% -$195 0.07% 143
2024
Q1 		$293K Buy
14,436
+3
+0% +$60 0.07% 144
2023
Q4 		$299K Sell
14,433
-1,143
-7% -$21.2K 0.08% 141
2023
Q3 		$276K Sell
15,576
-759
-5% -$14.6K 0.07% 143
2023
Q2 		$319K Buy
16,335
+453
+3% +$8.69K 0.08% 135
2023
Q1 		$310K Sell
15,882
-480
-3% -$9.61K 0.08% 144
2022
Q4 		$316K Sell
16,362
-1,214
-7% -$23.4K 0.08% 142
2022
Q3 		$328K Buy
17,576
+8
+0% +$173 0.09% 131
2022
Q2 		$371K Buy
17,568
+1,452
+9% +$33.4K 0.1% 126
2022
Q1 		$401K Buy
16,116
+58
+0.4% +$1.4K 0.1% 135
2021
Q4 		$423K Buy
16,058
+428
+3% +$10.5K 0.1% 135
2021
Q3 		$357K Buy
15,630
+4
+0% +$95 0.09% 142
2021
Q2 		$358K Buy
15,626
+2,406
+18% +$53.5K 0.09% 141
2021
Q1 		$272K Sell
13,220
-590
-4% -$11.5K 0.07% 147
2020
Q4 		$262K Sell
13,810
-760
-5% -$14.1K 0.07% 138
2020
Q3 		$258K Sell
14,570
-30,248
-67% -$544K 0.08% 133
2020
Q2 		$789K Sell
44,818
-19,888
-31% -$345K 0.25% 69
2020
Q1 		$1.06M Buy
64,706
+3,496
+6% +$74.6K 0.39% 42
2019
Q4 		$1.41M Buy
61,210
+5,824
+11% +$136K 0.43% 39
2019
Q3 		$1.31M Buy
55,386
+2,606
+5% +$59.8K 0.43% 35
2019
Q2 		$1.17M Buy
52,780
+12,292
+30% +$274K 0.39% 43
2019
Q1 		$899K Sell
40,488
-2,998
-7% -$63.6K 0.31% 59
2018
Q4 		$837K Buy
43,486
+1,376
+3% +$28.1K 0.31% 58
2018
Q3 		$879K Sell
42,110
-6
-0% -$127 0.3% 60
2018
Q2 		$880K Sell
42,116
-206
-0.5% -$4.08K 0.31% 60
2018
Q1 		$809K Buy
42,322
+908
+2% +$17.5K 0.29% 62
2017
Q4 		$862K Buy
41,414
+258
+0.6% +$5.36K 0.31% 60
2017
Q3 		$846K Buy
41,156
+502
+1% +$10.3K 0.33% 56
2017
Q2 		$838K Sell
40,654
-724
-2% -$14.9K 0.34% 58
2017
Q1 		$844K Buy
41,378
+2,670
+7% +$54.7K 0.35% 58
2016
Q4 		$794K Buy
38,708
+7,250
+23% +$146K 0.35% 58
2016
Q3 		$671K Buy
31,458
+4,730
+18% +$104K 0.3% 67
2016
Q2 		$581K Buy
26,728
+910
+4% +$18.8K 0.27% 72
2016
Q1 		$534K Buy
25,818
+4,492
+21% +$86.4K 0.25% 76
2015
Q4 		$423K Buy
21,326
+952
+5% +$18.6K 0.24% 84
2015
Q3 		$379K Buy
20,374
+5,606
+38% +$105K 0.22% 87
2015
Q2 		$268K Buy
14,768
+1,280
+9% +$24.7K 0.15% 109
2015
Q1 		$273K Sell
13,488
-1,518
-10% -$31K 0.16% 107
2014
Q4 		$292K Buy
+15,006
New +$281K 0.18% 103

Other funds holding SCHH

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Cambridge Advisors's SCHH Position: Q2 2026 in Review

Cambridge Advisors reduced its Schwab US REIT ETF (SCHH) stake by 3.2% in Q2 2026, selling an estimated $9.23K and leaving 11,857 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #161.

Cambridge Advisors first reported a position in SCHH in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.41M in Q4 2019. 118 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Cambridge Advisors held 11,857 shares of Schwab US REIT ETF worth $281K as of Q2 2026.
  • Cambridge Advisors sold 396 Schwab US REIT ETF shares in Q2 2026, an estimated $9.23K.
  • Schwab US REIT ETF made up 0.05% of Cambridge Advisors's portfolio in Q2 2026, its #161 holding.
  • Cambridge Advisors first reported a position in Schwab US REIT ETF in Q4 2014 and has held it in 47 quarters since.
  • Cambridge Advisors's Schwab US REIT ETF position peaked at $1.41M in Q4 2019.
  • 118 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.