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Cape Investment Advisory’s Schwab US REIT ETF SCHH Stock Holding History

Cape Investment Advisory’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 		$1.84M Sell
77,521
-5,349
-6% -$125K 0.49% 39
2026
Q1 		$1.78M Buy
82,870
+885
+1% +$19.4K 0.59% 35
2025
Q4 		$1.71M Buy
81,985
+80,525
+5,515% +$1.71M 0.53% 39
2025
Q3 		$31.5K Sell
1,460
-25,055
-94% -$534K 0.03% 272
2025
Q2 		$561K Buy
26,515
+5,837
+28% +$122K 0.2% 89
2025
Q1 		$445K Buy
20,678
+85
+0.4% +$1.82K 0.18% 98
2024
Q4 		$434K Buy
20,593
+4,206
+26% +$94K 0.17% 99
2024
Q3 		$380K Buy
16,387
+5,076
+45% +$111K 0.15% 111
2024
Q2 		$226K Buy
11,311
+2,041
+22% +$39.8K 0.1% 140
2024
Q1 		$188K Buy
9,270
+261
+3% +$5.23K 0.09% 150
2023
Q4 		$187K Buy
9,009
+1,023
+13% +$19K 0.09% 154
2023
Q3 		$142K Sell
7,986
-197
-2% -$3.79K 0.08% 177
2023
Q2 		$160K Sell
8,183
-77
-0.9% -$1.48K 0.09% 152
2023
Q1 		$161K Buy
+8,260
New +$165K 0.1% 144

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

Cape Investment Advisory's SCHH Position: Q2 2026 in Review

Cape Investment Advisory reduced its Schwab US REIT ETF (SCHH) stake by 6.5% in Q2 2026, selling an estimated $125K and leaving 77,521 shares worth $1.84M. The position accounts for 0.49% of the portfolio, ranked #39.

Cape Investment Advisory first reported a position in SCHH in Q1 2023 and has held it in 14 quarters since. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Cape Investment Advisory held 77,521 shares of Schwab US REIT ETF worth $1.84M as of Q2 2026.
  • Cape Investment Advisory sold 5,349 Schwab US REIT ETF shares in Q2 2026, an estimated $125K.
  • Schwab US REIT ETF made up 0.49% of Cape Investment Advisory's portfolio in Q2 2026, its #39 holding.
  • Cape Investment Advisory first reported a position in Schwab US REIT ETF in Q1 2023 and has held it in 14 quarters since.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.