Clear Investment Research’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-7,959
| Closed | -$171K | – | 186 |
|
|
2026
Q1 | $171K | Buy |
+7,959
| New | +$174K | 0.27% | 60 |
|
|
2025
Q4 | – | Sell |
-7,959
| Closed | -$172K | – | 194 |
|
|
2025
Q3 | $172K | Hold |
7,959
| – | – | 0.23% | 69 |
|
|
2025
Q2 | $169K | Sell |
7,959
-158
| -2% | -$3.31K | 0.21% | 65 |
|
|
2025
Q1 | $175K | Hold |
8,117
| – | – | 0.23% | 62 |
|
|
2024
Q4 | $171K | Hold |
8,117
| – | – | 0.22% | 59 |
|
|
2024
Q3 | $188K | Sell |
8,117
-666
| -8% | -$14.6K | 0.24% | 56 |
|
|
2024
Q2 | $175K | Hold |
8,783
| – | – | 0.23% | 54 |
|
|
2024
Q1 | $178K | Sell |
8,783
-1,418
| -14% | -$28.4K | 0.24% | 55 |
|
|
2023
Q4 | $211K | Buy |
10,201
+1,418
| +16% | +$26.4K | 0.3% | 53 |
|
|
2023
Q3 | $156K | Hold |
8,783
| – | – | 0.27% | 53 |
|
|
2023
Q2 | $172K | Buy |
8,783
+725
| +9% | +$13.9K | 0.29% | 49 |
|
|
2023
Q1 | $157K | Buy |
8,058
+710
| +10% | +$14.2K | 0.28% | 51 |
|
|
2022
Q4 | $142K | Hold |
7,348
| – | – | 0.28% | 50 |
|
|
2022
Q3 | $137K | Hold |
7,348
| – | – | 0.29% | 50 |
|
|
2022
Q2 | $155K | Hold |
7,348
| – | – | 0.34% | 50 |
|
|
2022
Q1 | $183K | Hold |
7,348
| – | – | 0.36% | 51 |
|
|
2021
Q4 | $194K | Hold |
7,348
| – | – | 0.3% | 51 |
|
|
2021
Q3 | $168K | Hold |
7,348
| – | – | 0.27% | 55 |
|
|
2021
Q2 | $168K | Hold |
7,348
| – | – | 0.28% | 50 |
|
|
2021
Q1 | $151K | Hold |
7,348
| – | – | 0.27% | 50 |
|
|
2020
Q4 | $140K | Hold |
7,348
| – | – | 0.25% | 52 |
|
|
2020
Q3 | $130K | Hold |
7,348
| – | – | 0.26% | 48 |
|
|
2020
Q2 | $129K | Sell |
7,348
-52,660
| -88% | -$914K | 0.28% | 43 |
|
|
2020
Q1 | $98K | Hold |
60,008
| – | – | 0.24% | 50 |
|
|
2019
Q4 | $138K | Buy |
60,008
+54,578
| +1,005% | +$1.27M | 0.29% | 47 |
|
|
2019
Q3 | $128K | Hold |
5,430
| – | – | 0.27% | 48 |
|
|
2019
Q2 | $121K | Sell |
5,430
-440
| -7% | -$9.82K | 0.2% | 48 |
|
|
2019
Q1 | $130K | Buy |
5,870
+336
| +6% | +$7.13K | 0.2% | 48 |
|
|
2018
Q4 | $107K | Buy |
5,534
+730
| +15% | +$14.9K | 0.17% | 44 |
|
|
2018
Q3 | $100K | Sell |
4,804
-1,144
| -19% | -$24.2K | 0.14% | 51 |
|
|
2018
Q2 | $114K | Hold |
5,948
| – | – | 0.07% | 41 |
|
|
2018
Q1 | $114K | Sell |
5,948
-106
| -2% | -$2.04K | 0.07% | 41 |
|
|
2017
Q4 | $126K | Hold |
6,054
| – | – | 0.08% | 41 |
|
|
2017
Q3 | $125K | Buy |
6,054
+212
| +4% | +$4.37K | 0.08% | 39 |
|
|
2017
Q2 | $120K | Buy |
+5,842
| New | +$120K | 0.09% | 38 |
|
Other funds holding SCHH
DI
BEI
Clear Investment Research's SCHH Position: Q2 2026 in Review
Clear Investment Research sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 7,959 shares — an estimated $171K sold.
Clear Investment Research first reported a position in SCHH in Q2 2017 and held it in 35 quarters. The position peaked at $211K in Q4 2023. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.
- Clear Investment Research reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
- Clear Investment Research sold 7,959 Schwab US REIT ETF shares in Q2 2026, an estimated $171K.
- Clear Investment Research first reported a position in Schwab US REIT ETF in Q2 2017 and held it in 35 quarters.
- Clear Investment Research's Schwab US REIT ETF position peaked at $211K in Q4 2023.
- 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.
Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.