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Choreo LLC’s Schwab US REIT ETF SCHH Stock Holding History

Choreo LLC’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 		$1.49M Sell
62,930
-1,078
-2% -$25.1K 0.02% 497
2026
Q1 		$1.38M Sell
64,008
-3,223
-5% -$70.7K 0.02% 507
2025
Q4 		$1.41M Buy
67,231
+1,541
+2% +$32.7K 0.02% 473
2025
Q3 		$1.42M Buy
65,690
+98
+0.1% +$2.09K 0.02% 470
2025
Q2 		$1.39M Sell
65,592
-12,160
-16% -$255K 0.02% 472
2025
Q1 		$1.67M Sell
77,752
-1,315
-2% -$28.1K 0.03% 376
2024
Q4 		$1.67M Sell
79,067
-6,501
-8% -$145K 0.02% 414
2024
Q3 		$1.97M Sell
85,568
-3,568
-4% -$78.1K 0.03% 356
2024
Q2 		$1.76M Buy
89,136
+10,587
+13% +$206K 0.03% 354
2024
Q1 		$1.59M Buy
78,549
+6,016
+8% +$121K 0.04% 208
2023
Q4 		$1.5M Buy
72,533
+31,854
+78% +$592K 0.04% 204
2023
Q3 		$722K Buy
40,679
+2,925
+8% +$56.3K 0.03% 228
2023
Q2 		$737K Buy
37,754
+3,058
+9% +$58.6K 0.03% 240
2023
Q1 		$677K Buy
34,696
+9,666
+39% +$194K 0.02% 253
2022
Q4 		$483K Sell
25,030
-738
-3% -$14.2K 0.02% 146
2022
Q3 		$482K Buy
25,768
+1,404
+6% +$30.4K 0.03% 125
2022
Q2 		$514K Sell
24,364
-10,846
-31% -$250K 0.03% 127
2022
Q1 		$876K Sell
35,210
-2,336
-6% -$56.4K 0.04% 108
2021
Q4 		$989K Buy
37,546
+6,364
+20% +$157K 0.05% 106
2021
Q3 		$712K Buy
31,182
+7,332
+31% +$175K 0.04% 118
2021
Q2 		$546K Sell
23,850
-3,874
-14% -$86.1K 0.03% 127
2021
Q1 		$570K Buy
27,724
+802
+3% +$15.7K 0.04% 113
2020
Q4 		$513K Buy
+26,922
New +$498K 0.04% 122

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

Choreo LLC's SCHH Position: Q2 2026 in Review

Choreo LLC reduced its Schwab US REIT ETF (SCHH) stake by 1.7% in Q2 2026, selling an estimated $25.1K and leaving 62,930 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #497.

Choreo LLC first reported a position in SCHH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.97M in Q3 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Choreo LLC held 62,930 shares of Schwab US REIT ETF worth $1.49M as of Q2 2026.
  • Choreo LLC sold 1,078 Schwab US REIT ETF shares in Q2 2026, an estimated $25.1K.
  • Schwab US REIT ETF made up 0.02% of Choreo LLC's portfolio in Q2 2026, its #497 holding.
  • Choreo LLC first reported a position in Schwab US REIT ETF in Q4 2020 and has held it in 23 quarters since.
  • Choreo LLC's Schwab US REIT ETF position peaked at $1.97M in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.