Cetera Investment Advisers
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Cetera Investment Advisers’s Schwab US REIT ETF SCHH Stock Holding History

Cetera Investment Advisers’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 		$4.53M Buy
191,167
+889
+0.5% +$20.7K ﹤0.01% 1696
2026
Q1 		$4.09M Sell
190,278
-134,486
-41% -$2.95M ﹤0.01% 1661
2025
Q4 		$6.78M Buy
324,764
+33,016
+11% +$700K 0.01% 1260
2025
Q3 		$6.29M Buy
291,748
+79,393
+37% +$1.69M 0.01% 1251
2025
Q2 		$4.49M Buy
212,355
+10,153
+5% +$213K 0.01% 1258
2025
Q1 		$4.35M Sell
202,202
-3,968
-2% -$84.8K 0.01% 1203
2024
Q4 		$4.34M Buy
206,170
+5,148
+3% +$115K 0.01% 1116
2024
Q3 		$4.66M Buy
201,022
+3,644
+2% +$79.7K 0.01% 1038
2024
Q2 		$3.94M Sell
197,378
-626
-0.3% -$12.2K 0.01% 1128
2024
Q1 		$4.02M Buy
+198,004
New +$3.97M 0.01% 1098
2018
Q1 		– Sell
-21,714
Closed -$449K – 427
2017
Q4 		$449K Buy
21,714
+6,270
+41% +$130K 0.08% 256
2017
Q3 		$317K Buy
15,444
+1,320
+9% +$27.2K 0.07% 299
2017
Q2 		$289K Buy
14,124
+2,100
+17% +$43.2K 0.07% 308
2017
Q1 		$245K Buy
+12,024
New +$246K 0.07% 305

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

Cetera Investment Advisers's SCHH Position: Q2 2026 in Review

Cetera Investment Advisers increased its Schwab US REIT ETF (SCHH) stake by 0.47% in Q2 2026, buying an estimated $20.7K and bringing the position to 191,167 shares worth $4.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Cetera Investment Advisers first reported a position in SCHH in Q1 2017 and has held it in 14 quarters since. The position peaked at $6.78M in Q4 2025. 596 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Cetera Investment Advisers held 191,167 shares of Schwab US REIT ETF worth $4.53M as of Q2 2026.
  • Cetera Investment Advisers bought 889 Schwab US REIT ETF shares in Q2 2026, an estimated $20.7K.
  • Schwab US REIT ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1696 holding.
  • Cetera Investment Advisers first reported a position in Schwab US REIT ETF in Q1 2017 and has held it in 14 quarters since.
  • Cetera Investment Advisers's Schwab US REIT ETF position peaked at $6.78M in Q4 2025.
  • 596 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.