CDKV Holdings’s Schwab US REIT ETF SCHH Stock Holding History

CDKV Holdings’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	$12.6K	Hold	532	–	–	0.01%	199
2026 Q1	$11.4K	Hold	532	–	–	0.01%	200
2025 Q4	$11.1K	Buy	+532	New	+$11.3K	0.01%	205

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

CDKV Holdings's SCHH Position: Q2 2026 in Review

CDKV Holdings held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 532 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #199.

CDKV Holdings first reported a position in SCHH in Q4 2025 and has held it in 3 quarters since. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

CDKV Holdings held 532 shares of Schwab US REIT ETF worth $12.6K as of Q2 2026.
CDKV Holdings left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up 0.01% of CDKV Holdings's portfolio in Q2 2026, its #199 holding.
CDKV Holdings first reported a position in Schwab US REIT ETF in Q4 2025 and has held it in 3 quarters since.
590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on CDKV Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.