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Certuity’s Schwab US REIT ETF SCHH Stock Holding History

Certuity’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 		$410K Hold
17,305
– – 0.02% 411
2026
Q1 		$372K Buy
17,305
+4,494
+35% +$98.5K 0.02% 378
2025
Q4 		$268K Sell
12,811
-16,728
-57% -$355K 0.02% 456
2025
Q3 		$637K Sell
29,539
-1,409
-5% -$30.1K 0.04% 219
2025
Q2 		$655K Buy
30,948
+1,965
+7% +$41.2K 0.06% 177
2025
Q1 		$623K Buy
28,983
+7,098
+32% +$152K 0.07% 165
2024
Q4 		$461K Buy
21,885
+14
+0.1% +$313 0.05% 185
2024
Q3 		$507K Sell
21,871
-9,103
-29% -$199K 0.05% 183
2024
Q2 		$619K Sell
30,974
-8
-0% -$156 0.05% 165
2024
Q1 		$629K Sell
30,982
-7,320
-19% -$147K 0.06% 155
2023
Q4 		$793K Buy
38,302
+14
+0% +$260 0.08% 134
2023
Q3 		$680K Sell
38,288
-300
-0.8% -$5.77K 0.08% 113
2023
Q2 		$754K Buy
38,588
+103
+0.3% +$1.98K 0.09% 104
2023
Q1 		$750K Sell
38,485
-1,232
-3% -$24.7K 0.11% 83
2022
Q4 		$766K Sell
39,717
-10,731
-21% -$207K 0.12% 79
2022
Q3 		$943K Sell
50,448
-4,265
-8% -$92.3K 0.22% 55
2022
Q2 		$1.15M Buy
54,713
+8,453
+18% +$195K 0.3% 45
2022
Q1 		$1.15M Buy
46,260
+666
+1% +$16.1K 0.25% 66
2021
Q4 		$1.2M Buy
45,594
+16,174
+55% +$399K 0.26% 63
2021
Q3 		$672K Buy
29,420
+9,814
+50% +$234K 0.13% 119
2021
Q2 		$449K Buy
+19,606
New +$436K 0.1% 149

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

Certuity's SCHH Position: Q2 2026 in Review

Certuity held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 17,305 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #411.

Certuity first reported a position in SCHH in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.2M in Q4 2021. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Certuity held 17,305 shares of Schwab US REIT ETF worth $410K as of Q2 2026.
  • Certuity left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.02% of Certuity's portfolio in Q2 2026, its #411 holding.
  • Certuity first reported a position in Schwab US REIT ETF in Q2 2021 and has held it in 21 quarters since.
  • Certuity's Schwab US REIT ETF position peaked at $1.2M in Q4 2021.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.