Cerity Partners
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Cerity Partners’s Schwab US REIT ETF SCHH Stock Holding History

Cerity 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 		$57.2M Buy
2,659,675
+3,870
+0.1% +$84.8K 0.08% 218
2025
Q4 		$55.5M Buy
2,655,805
+20,140
+0.8% +$427K 0.08% 215
2025
Q3 		$56.9M Sell
2,635,665
-15,151
-0.6% -$323K 0.09% 191
2025
Q2 		$56.1M Sell
2,650,816
-69,848
-3% -$1.46M 0.1% 181
2025
Q1 		$58.5M Sell
2,720,664
-270,380
-9% -$5.78M 0.12% 168
2024
Q4 		$63M Sell
2,991,044
-303,082
-9% -$6.77M 0.14% 146
2024
Q3 		$76.3M Buy
3,294,126
+442,762
+16% +$9.69M 0.17% 136
2024
Q2 		$56.9M Buy
2,851,364
+114,580
+4% +$2.23M 0.15% 143
2024
Q1 		$55.5M Sell
2,736,784
-3,173,476
-54% -$63.6M 0.15% 147
2023
Q4 		$57.1M Buy
5,910,260
+3,685,437
+166% +$68.5M 0.19% 126
2023
Q3 		$39.5M Sell
2,224,823
-49,112
-2% -$945K 0.19% 129
2023
Q2 		$44.4M Buy
2,273,935
+343,515
+18% +$6.59M 0.17% 128
2023
Q1 		$37.6M Buy
1,930,420
+1,387,318
+255% +$27.8M 0.09% 161
2022
Q4 		$28.5M Sell
543,102
-151,706
-22% -$2.92M 0.18% 124
2022
Q3 		$13M Buy
694,808
+189,219
+37% +$4.09M 0.16% 128
2022
Q2 		$10.7M Buy
505,589
+321,779
+175% +$7.4M 0.12% 158
2022
Q1 		$4.58M Sell
183,810
-126,508
-41% -$3.05M 0.07% 206
2021
Q4 		$8.18M Buy
310,318
+45,360
+17% +$1.12M 0.12% 146
2021
Q3 		$6.05M Buy
264,958
+4,074
+2% +$97.1K 0.13% 143
2021
Q2 		$5.97M Buy
260,884
+15,472
+6% +$344K 0.13% 143
2021
Q1 		$5.04M Buy
245,412
+3,244
+1% +$63.5K 0.12% 147
2020
Q4 		$4.6M Sell
242,168
-7,472
-3% -$138K 0.15% 128
2020
Q3 		$4.42M Buy
249,640
+20,582
+9% +$370K 0.18% 105
2020
Q2 		$4.03M Sell
229,058
-238,162
-51% -$4.14M 0.22% 92
2020
Q1 		$7.65M Buy
467,220
+312,392
+202% +$6.67M 0.48% 41
2019
Q4 		$3.56M Buy
+154,828
New +$3.61M 0.18% 100

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
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners's SCHH Position: Q1 2026 in Review

Cerity Partners increased its Schwab US REIT ETF (SCHH) stake by 0.15% in Q1 2026, buying an estimated $84.8K and bringing the position to 2,659,675 shares worth $57.2M. The position accounts for 0.08% of the portfolio, ranked #218.

Cerity Partners first reported a position in SCHH in Q4 2019 and has held it in 26 quarters since. The position peaked at $76.3M in Q3 2024. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Cerity Partners held 2,659,675 shares of Schwab US REIT ETF worth $57.2M as of Q1 2026.
  • Cerity Partners bought 3,870 Schwab US REIT ETF shares in Q1 2026, an estimated $84.8K.
  • Schwab US REIT ETF made up 0.08% of Cerity Partners's portfolio in Q1 2026, its #218 holding.
  • Cerity Partners first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 26 quarters since.
  • Cerity Partners's Schwab US REIT ETF position peaked at $76.3M in Q3 2024.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.