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

Carrera Capital Advisors’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 		$478K Buy
20,176
+107
+0.5% +$2.5K 0.07% 136
2026
Q1 		$431K Sell
20,069
-5,735
-22% -$126K 0.07% 120
2025
Q4 		$539K Buy
25,804
+258
+1% +$5.47K 0.09% 99
2025
Q3 		$551K Buy
25,546
+174
+0.7% +$3.71K 0.1% 90
2025
Q2 		$537K Buy
25,372
+180
+0.7% +$3.77K 0.11% 89
2025
Q1 		$542K Buy
25,192
+110
+0.4% +$2.35K 0.12% 104
2024
Q4 		$528K Buy
25,082
+2,430
+11% +$54.3K 0.12% 94
2024
Q3 		$525K Buy
22,652
+5,195
+30% +$114K 0.13% 76
2024
Q2 		$352K Buy
+17,457
New +$340K 0.12% 67

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

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

Carrera Capital Advisors increased its Schwab US REIT ETF (SCHH) stake by 0.53% in Q2 2026, buying an estimated $2.5K and bringing the position to 20,176 shares worth $478K. The position accounts for 0.07% of the portfolio, ranked #136.

Carrera Capital Advisors first reported a position in SCHH in Q2 2024 and has held it in 9 quarters since. The position peaked at $551K in Q3 2025. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Carrera Capital Advisors held 20,176 shares of Schwab US REIT ETF worth $478K as of Q2 2026.
  • Carrera Capital Advisors bought 107 Schwab US REIT ETF shares in Q2 2026, an estimated $2.5K.
  • Schwab US REIT ETF made up 0.07% of Carrera Capital Advisors's portfolio in Q2 2026, its #136 holding.
  • Carrera Capital Advisors first reported a position in Schwab US REIT ETF in Q2 2024 and has held it in 9 quarters since.
  • Carrera Capital Advisors's Schwab US REIT ETF position peaked at $551K in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.