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Capital Advisors Ltd’s Schwab US REIT ETF SCHH Stock Holding History

Capital Advisors Ltd’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 		$8K Hold
357
– – ﹤0.01% 897
2026
Q1 		$8K Hold
357
– – ﹤0.01% 879
2025
Q4 		$7K Hold
357
– – ﹤0.01% 888
2025
Q3 		$8K Hold
357
– – ﹤0.01% 851
2025
Q2 		$8K Buy
+357
New +$7.48K ﹤0.01% 847

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

Capital Advisors Ltd's SCHH Position: Q2 2026 in Review

Capital Advisors Ltd held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 357 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Capital Advisors Ltd first reported a position in SCHH in Q2 2025 and has held it in 5 quarters since. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Capital Advisors Ltd held 357 shares of Schwab US REIT ETF worth $8K as of Q2 2026.
  • Capital Advisors Ltd left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #897 holding.
  • Capital Advisors Ltd first reported a position in Schwab US REIT ETF in Q2 2025 and has held it in 5 quarters since.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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