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Capital Insight Partners’s Schwab US REIT ETF SCHH Stock Holding History

Capital Insight Partners’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
-20,449
Closed -$427K – 92
2025
Q4 		$427K Sell
20,449
-9,491
-32% -$201K 0.09% 107
2025
Q3 		$646K Sell
29,940
-5,863
-16% -$125K 0.11% 119
2025
Q2 		$758K Sell
35,803
-1,406
-4% -$29.5K 0.13% 112
2025
Q1 		$800K Sell
37,209
-6,566
-15% -$140K 0.14% 111
2024
Q4 		$922K Sell
43,775
-2,275
-5% -$50.8K 0.16% 100
2024
Q3 		$1.07M Sell
46,050
-267
-0.6% -$5.84K 0.19% 92
2024
Q2 		$925K Sell
46,317
-2,715
-6% -$52.9K 0.17% 95
2024
Q1 		$995K Sell
49,032
-1,152
-2% -$23.1K 0.19% 94
2023
Q4 		$1.04M Sell
50,184
-5,204
-9% -$96.7K 0.21% 90
2023
Q3 		$983K Sell
55,388
-11,057
-17% -$213K 0.22% 87
2023
Q2 		$1.3M Sell
66,445
-8,311
-11% -$159K 0.29% 84
2023
Q1 		$1.46M Sell
74,756
-20,200
-21% -$405K 0.34% 81
2022
Q4 		$1.83M Sell
94,956
-113,932
-55% -$2.19M 0.48% 65
2022
Q3 		$3.9M Sell
208,888
-13,406
-6% -$290K 1.05% 24
2022
Q2 		$4.69M Sell
222,294
-5,923
-3% -$136K 1.09% 21
2022
Q1 		$5.68M Sell
228,217
-20,149
-8% -$486K 1.16% 15
2021
Q4 		$6.54M Sell
248,366
-8,406
-3% -$207K 1.33% 12
2021
Q3 		$5.87M Sell
256,772
-39,930
-13% -$952K 1.27% 14
2021
Q2 		$6.79M Sell
296,702
-11,802
-4% -$262K 1.53% 13
2021
Q1 		$6.34M Sell
308,504
-15,996
-5% -$313K 1.54% 12
2020
Q4 		$6.16M Sell
324,500
-17,574
-5% -$325K 1.55% 13
2020
Q3 		$6.05M Sell
342,074
-38,738
-10% -$697K 1.7% 11
2020
Q2 		$6.71M Sell
380,812
-20,008
-5% -$347K 2.12% 8
2020
Q1 		$6.56M Buy
400,820
+370,870
+1,238% +$7.91M 3.47% 5
2019
Q4 		$688K Buy
+29,950
New +$698K 0.32% 77

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Capital Insight Partners's SCHH Position: Q1 2026 in Review

Capital Insight Partners sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 20,449 shares — an estimated $427K sold.

Capital Insight Partners first reported a position in SCHH in Q4 2019 and held it in 25 quarters. The position peaked at $6.79M in Q2 2021. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Capital Insight Partners reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 20,449 Schwab US REIT ETF shares in Q1 2026, an estimated $427K.
  • Capital Insight Partners first reported a position in Schwab US REIT ETF in Q4 2019 and held it in 25 quarters.
  • Capital Insight Partners's Schwab US REIT ETF position peaked at $6.79M in Q2 2021.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.