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Chapman Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Chapman Financial Group’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 		– Sell
-7
Closed -$147 – 271
2025
Q4 		$147 Hold
7
– – ﹤0.01% 255
2025
Q3 		$151 Buy
+7
New +$149 ﹤0.01% 266

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Chapman Financial Group's SCHH Position: Q1 2026 in Review

Chapman Financial Group sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 7 shares — an estimated $147 sold.

Chapman Financial Group first reported a position in SCHH in Q3 2025 and held it in 2 quarters. The position peaked at $151 in Q3 2025. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Chapman Financial Group reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Chapman Financial Group sold 7 Schwab US REIT ETF shares in Q1 2026, an estimated $147.
  • Chapman Financial Group first reported a position in Schwab US REIT ETF in Q3 2025 and held it in 2 quarters.
  • Chapman Financial Group's Schwab US REIT ETF position peaked at $151 in Q3 2025.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.