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

Capital Investment Advisory Services’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 		$48.5K Buy
2,050
+3
+0.1% +$70 ﹤0.01% 958
2026
Q1 		$44K Sell
2,047
-1,173
-36% -$25.7K ﹤0.01% 881
2025
Q4 		$67.3K Sell
3,220
-813
-20% -$17.2K ﹤0.01% 772
2025
Q3 		$87K Buy
4,033
+170
+4% +$3.63K 0.01% 698
2025
Q2 		$81.7K Buy
3,863
+5
+0.1% +$105 0.01% 681
2025
Q1 		$83K Sell
3,858
-9
-0.2% -$192 0.01% 642
2024
Q4 		$81.4K Sell
3,867
-60
-2% -$1.34K 0.01% 600
2024
Q3 		$91K Buy
3,927
+8
+0.2% +$175 0.01% 604
2024
Q2 		$78.3K Buy
3,919
+2
+0.1% +$39 0.01% 598
2024
Q1 		$79.5K Buy
3,917
+3
+0.1% +$60 0.01% 595
2023
Q4 		$81.1K Buy
3,914
+940
+32% +$17.5K 0.01% 613
2023
Q3 		$52.8K Buy
2,974
+5
+0.2% +$96 0.01% 624
2023
Q2 		$58K Sell
2,969
-26
-0.9% -$499 0.01% 591
2023
Q1 		$58.4K Sell
2,995
-872
-23% -$17.5K 0.01% 584
2022
Q4 		$74.6K Buy
3,867
+370
+11% +$7.12K 0.01% 579
2022
Q3 		$65K Buy
3,497
+4
+0.1% +$87 0.01% 549
2022
Q2 		$74K Buy
3,493
+598
+21% +$13.8K 0.01% 561
2022
Q1 		$72K Buy
2,895
+13
+0.5% +$314 0.01% 598
2021
Q4 		$76K Buy
2,882
+356
+14% +$8.77K 0.01% 566
2021
Q3 		$58K Buy
2,526
+2
+0.1% +$48 0.01% 558
2021
Q2 		$58K Hold
2,524
– – 0.01% 575
2021
Q1 		$52K Buy
2,524
+736
+41% +$14.4K 0.01% 538
2020
Q4 		$34K Sell
1,788
-778
-30% -$14.4K 0.01% 542
2020
Q3 		$45K Sell
2,566
-2,338
-48% -$42.1K 0.01% 458
2020
Q2 		$86K Sell
4,904
-3,468
-41% -$60.2K 0.02% 377
2020
Q1 		$137K Buy
8,372
+7,594
+976% +$162K 0.03% 317
2019
Q4 		$18K Hold
778
– – ﹤0.01% 447
2019
Q3 		$18K Hold
778
– – 0.01% 841
2019
Q2 		$17K Sell
778
-776
-50% -$17.3K 0.01% 827
2019
Q1 		$35K Hold
1,554
– – 0.01% 553
2018
Q4 		$30K Buy
+1,554
New +$31.7K 0.01% 558

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 22.9% 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
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Capital Investment Advisory Services's SCHH Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Schwab US REIT ETF (SCHH) stake by 0.15% in Q2 2026, buying an estimated $70 and bringing the position to 2,050 shares worth $48.5K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Capital Investment Advisory Services first reported a position in SCHH in Q4 2018 and has held it in 31 quarters since. The position peaked at $137K in Q1 2020. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Capital Investment Advisory Services held 2,050 shares of Schwab US REIT ETF worth $48.5K as of Q2 2026.
  • Capital Investment Advisory Services bought 3 Schwab US REIT ETF shares in Q2 2026, an estimated $70.
  • Schwab US REIT ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #958 holding.
  • Capital Investment Advisory Services first reported a position in Schwab US REIT ETF in Q4 2018 and has held it in 31 quarters since.
  • Capital Investment Advisory Services's Schwab US REIT ETF position peaked at $137K in Q1 2020.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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