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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
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 $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 Investment Advisory Services's SCHH Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its Schwab US REIT ETF (SCHH) stake by 36% in Q1 2026, selling an estimated $25.7K and leaving 2,047 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Capital Investment Advisory Services first reported a position in SCHH in Q4 2018 and has held it in 30 quarters since. The position peaked at $137K in Q1 2020. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Capital Investment Advisory Services held 2,047 shares of Schwab US REIT ETF worth $44K as of Q1 2026.
  • Capital Investment Advisory Services sold 1,173 Schwab US REIT ETF shares in Q1 2026, an estimated $25.7K.
  • Schwab US REIT ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #881 holding.
  • Capital Investment Advisory Services first reported a position in Schwab US REIT ETF in Q4 2018 and has held it in 30 quarters since.
  • Capital Investment Advisory Services's Schwab US REIT ETF position peaked at $137K in Q1 2020.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.