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Camelot Portfolios’s Schwab US REIT ETF SCHH Stock Holding History

Camelot Portfolios’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
Q1 		– Sell
-12
Closed -$251 – 469
2025
Q4 		$251 Buy
+12
New +$254 ﹤0.01% 580
2024
Q3 		– Sell
-40
Closed -$799 – 479
2024
Q2 		$799 Buy
+40
New +$780 ﹤0.01% 564
2022
Q3 		– Sell
-17,247
Closed -$364K – 205
2022
Q2 		$364K Sell
17,247
-1,923
-10% -$44.2K 0.22% 133
2022
Q1 		$477K Sell
19,170
-562
-3% -$13.6K 0.24% 121
2021
Q4 		$520K Buy
19,732
+1,768
+10% +$43.6K 0.21% 149
2021
Q3 		$410K Buy
17,964
+1,074
+6% +$25.6K 0.21% 133
2021
Q2 		$387K Buy
16,890
+12
+0.1% +$267 0.16% 167
2021
Q1 		$347K Buy
16,878
+832
+5% +$16.3K 0.14% 161
2020
Q4 		$305K Buy
16,046
+568
+4% +$10.5K 0.16% 157
2020
Q3 		$274K Buy
15,478
+304
+2% +$5.47K 0.17% 150
2020
Q2 		$267K Buy
+15,174
New +$263K 0.17% 153
2019
Q2 		– Sell
-12,232
Closed -$272K – 257
2019
Q1 		$272K Buy
+12,232
New +$260K 0.11% 196

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Camelot Portfolios's SCHH Position: Q1 2026 in Review

Camelot Portfolios sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 12 shares — an estimated $251 sold.

Camelot Portfolios first reported a position in SCHH in Q1 2019 and held it in 12 quarters. The position peaked at $520K in Q4 2021. 570 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Camelot Portfolios reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 12 Schwab US REIT ETF shares in Q1 2026, an estimated $251.
  • Camelot Portfolios first reported a position in Schwab US REIT ETF in Q1 2019 and held it in 12 quarters.
  • Camelot Portfolios's Schwab US REIT ETF position peaked at $520K in Q4 2021.
  • 570 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.