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Capital Analysts LLC’s Schwab US REIT ETF SCHH Stock Holding History

Capital Analysts LLC’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 		$149K Sell
6,274
-146
-2% -$3.4K ﹤0.01% 754
2026
Q1 		$138K Buy
6,420
+176
+3% +$3.86K ﹤0.01% 714
2025
Q4 		$131K Buy
6,244
+1,221
+24% +$25.9K ﹤0.01% 705
2025
Q3 		$108K Buy
5,023
+1,529
+44% +$32.6K ﹤0.01% 718
2025
Q2 		$74K Sell
3,494
-161
-4% -$3.37K ﹤0.01% 734
2025
Q1 		$79K Sell
3,655
-5
-0.1% -$107 ﹤0.01% 693
2024
Q4 		$77K Buy
3,660
+646
+21% +$14.4K ﹤0.01% 672
2024
Q3 		$70K Buy
3,014
+333
+12% +$7.29K ﹤0.01% 660
2024
Q2 		$54K Buy
2,681
+1,820
+211% +$35.5K ﹤0.01% 691
2024
Q1 		$17K Buy
861
+825
+2,292% +$16.5K ﹤0.01% 855
2023
Q4 		$1K Hold
36
– – ﹤0.01% 1074
2023
Q3 		$1K Buy
+36
New +$693 ﹤0.01% 1135
2021
Q1 		– Sell
-44
Closed -$1K – 1093
2020
Q4 		$1K Buy
+44
New +$814 ﹤0.01% 727

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 Analysts LLC's SCHH Position: Q2 2026 in Review

Capital Analysts LLC reduced its Schwab US REIT ETF (SCHH) stake by 2.3% in Q2 2026, selling an estimated $3.4K and leaving 6,274 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Capital Analysts LLC first reported a position in SCHH in Q4 2020 and has held it in 13 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Capital Analysts LLC held 6,274 shares of Schwab US REIT ETF worth $149K as of Q2 2026.
  • Capital Analysts LLC sold 146 Schwab US REIT ETF shares in Q2 2026, an estimated $3.4K.
  • Schwab US REIT ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #754 holding.
  • Capital Analysts LLC first reported a position in Schwab US REIT ETF in Q4 2020 and has held it in 13 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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