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Chicago Partners Investment Group’s Schwab US REIT ETF SCHH Stock Holding History

Chicago Partners Investment 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
Q2 		$1.08M Buy
44,562
+319
+0.7% +$7.44K 0.02% 620
2026
Q1 		$1.01M Sell
44,243
-2,193
-5% -$48.1K 0.02% 548
2025
Q4 		$990K Sell
46,436
-6,391
-12% -$136K 0.02% 476
2025
Q3 		$1.13M Buy
52,827
+1,377
+3% +$29.4K 0.03% 393
2025
Q2 		$1.12M Sell
51,450
-4,479
-8% -$93.8K 0.03% 366
2025
Q1 		$1.18M Sell
55,929
-5,672
-9% -$121K 0.04% 333
2024
Q4 		$1.27M Sell
61,601
-1,180
-2% -$26.4K 0.04% 300
2024
Q3 		$1.44M Sell
62,781
-7,122
-10% -$156K 0.05% 270
2024
Q2 		$1.5M Sell
69,903
-6,276
-8% -$122K 0.06% 256
2024
Q1 		$1.44M Sell
76,179
-5,899
-7% -$118K 0.06% 250
2023
Q4 		$1.62M Sell
82,078
-10,766
-12% -$200K 0.07% 228
2023
Q3 		$1.57M Buy
92,844
+767
+0.8% +$14.8K 0.08% 222
2023
Q2 		$1.82M Sell
92,077
-580
-0.6% -$11.1K 0.09% 205
2023
Q1 		$1.79M Sell
92,657
-4,698
-5% -$94.1K 0.1% 192
2022
Q4 		$2.06M Buy
97,355
+18,048
+23% +$347K 0.13% 162
2022
Q3 		$1.51M Buy
79,307
+8,509
+12% +$184K 0.11% 175
2022
Q2 		$1.62M Buy
70,798
+3,217
+5% +$74K 0.12% 164
2022
Q1 		$1.48M Buy
67,581
+1,663
+3% +$40.1K 0.11% 159
2021
Q4 		$1.53M Sell
65,918
-3,244
-5% -$79.9K 0.11% 168
2021
Q3 		$1.72M Sell
69,162
-5,076
-7% -$121K 0.12% 153
2021
Q2 		$1.77M Sell
74,238
-2,464
-3% -$54.8K 0.13% 139
2021
Q1 		$1.69M Sell
76,702
-2,048
-3% -$40.1K 0.14% 131
2020
Q4 		$1.5M Buy
78,750
+78
+0.1% +$1.44K 0.14% 131
2020
Q3 		$1.41M Sell
78,672
-2,974
-4% -$53.5K 0.17% 107
2020
Q2 		$1.45M Sell
81,646
-2,186
-3% -$38K 0.18% 96
2020
Q1 		$1.47M Sell
83,832
-9,384
-10% -$200K 0.23% 80
2019
Q4 		$2.18M Buy
93,216
+178
+0.2% +$4.15K 0.27% 65
2019
Q3 		$2.24M Buy
93,038
+744
+0.8% +$17.1K 0.32% 59
2019
Q2 		$2.05M Buy
92,294
+1,058
+1% +$23.6K 0.29% 63
2019
Q1 		$1.99M Buy
91,236
+1,928
+2% +$40.9K 0.29% 62
2018
Q4 		$1.78M Sell
89,308
-3,984
-4% -$81.3K 0.26% 69
2018
Q3 		$1.9M Buy
93,292
+86
+0.1% +$1.82K 0.28% 61
2018
Q2 		$1.95M Buy
93,206
+1,410
+2% +$27.9K 0.3% 57
2018
Q1 		$1.76M Sell
91,796
-2,210
-2% -$42.6K 0.3% 59
2017
Q4 		$1.96M Buy
94,006
+2,160
+2% +$44.9K 0.32% 58
2017
Q3 		$1.89M Buy
91,846
+50,980
+125% +$1.05M 0.32% 57
2017
Q2 		$840K Sell
40,866
-34,870
-46% -$717K 0.22% 83
2017
Q1 		$1.54M Buy
75,736
+12,580
+20% +$258K 0.44% 48
2016
Q4 		$1.3M Buy
63,156
+1,620
+3% +$32.5K 0.47% 51
2016
Q3 		$1.31M Buy
61,536
+814
+1% +$17.8K 0.52% 45
2016
Q2 		$1.32M Sell
60,722
-3,136
-5% -$64.7K 0.64% 40
2016
Q1 		$1.32M Buy
63,858
+3,064
+5% +$58.9K 0.69% 41
2015
Q4 		$1.21M Buy
60,794
+10,050
+20% +$196K 0.58% 43
2015
Q3 		$944K Sell
50,744
-15,762
-24% -$296K 0.53% 44
2015
Q2 		$1.21M Buy
66,506
+2,718
+4% +$52.4K 0.55% 44
2015
Q1 		$1.24M Buy
63,788
+18,500
+41% +$378K 0.55% 44
2014
Q4 		$882K Buy
+45,288
New +$848K 0.37% 54

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 22.9% 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

Chicago Partners Investment Group's SCHH Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Schwab US REIT ETF (SCHH) stake by 0.72% in Q2 2026, buying an estimated $7.44K and bringing the position to 44,562 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #620.

Chicago Partners Investment Group first reported a position in SCHH in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.24M in Q3 2019. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Chicago Partners Investment Group held 44,562 shares of Schwab US REIT ETF worth $1.08M as of Q2 2026.
  • Chicago Partners Investment Group bought 319 Schwab US REIT ETF shares in Q2 2026, an estimated $7.44K.
  • Schwab US REIT ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #620 holding.
  • Chicago Partners Investment Group first reported a position in Schwab US REIT ETF in Q4 2014 and has held it in 47 quarters since.
  • Chicago Partners Investment Group's Schwab US REIT ETF position peaked at $2.24M in Q3 2019.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.