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

Clayton 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
Q2 		– Sell
-37
Closed -$798 – 472
2026
Q1 		$798 Buy
37
+21
+131% +$460 ﹤0.01% 578
2025
Q4 		$335 Buy
+16
New +$339 ﹤0.01% 594

Other funds holding SCHH

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Northwestern Mutual Wealth Management
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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

Clayton Financial Group's SCHH Position: Q2 2026 in Review

Clayton Financial Group sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 37 shares — an estimated $798 sold.

Clayton Financial Group first reported a position in SCHH in Q4 2025 and held it in 2 quarters. The position peaked at $798 in Q1 2026. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Clayton Financial Group reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 37 Schwab US REIT ETF shares in Q2 2026, an estimated $798.
  • Clayton Financial Group first reported a position in Schwab US REIT ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Schwab US REIT ETF position peaked at $798 in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.