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Clearstead Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Clearstead Advisors’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 		$3.56M Buy
150,303
+29
+0% +$676 0.03% 289
2026
Q1 		$3.23M Buy
150,274
+23
+0% +$504 0.03% 287
2025
Q4 		$3.14M Buy
150,251
+39
+0% +$827 0.04% 263
2025
Q3 		$3.24M Buy
150,212
+140,563
+1,457% +$3M 0.04% 252
2025
Q2 		$204K Sell
9,649
-3,412
-26% -$71.5K ﹤0.01% 890
2025
Q1 		$281K Buy
13,061
+22
+0.2% +$470 ﹤0.01% 730
2024
Q4 		$275K Buy
13,039
+749
+6% +$16.7K ﹤0.01% 757
2024
Q3 		$285K Sell
12,290
-402
-3% -$8.8K ﹤0.01% 738
2024
Q2 		$253K Hold
12,692
– – ﹤0.01% 738
2024
Q1 		$249K Sell
12,692
-1,037
-8% -$20.8K 0.01% 436
2023
Q4 		$284K Buy
13,729
+1,461
+12% +$27.2K 0.02% 409
2023
Q3 		$218K Buy
12,268
+33
+0.3% +$635 0.01% 417
2023
Q2 		$239K Buy
12,235
+7,585
+163% +$145K 0.01% 408
2023
Q1 		$90.7K Buy
4,650
+4
+0.1% +$80 0.01% 527
2022
Q4 		$89.6K Buy
4,646
+1,819
+64% +$35K 0.01% 522
2022
Q3 		$53K Buy
2,827
+2,141
+312% +$46.3K ﹤0.01% 595
2022
Q2 		$14K Buy
686
+501
+271% +$11.5K ﹤0.01% 873
2022
Q1 		$5K Buy
185
+125
+208% +$3.02K ﹤0.01% 1083
2021
Q4 		$2K Hold
60
– – ﹤0.01% 1131
2021
Q3 		$1K Hold
60
– – ﹤0.01% 1238
2021
Q2 		$1K Hold
60
– – ﹤0.01% 1192
2021
Q1 		$1K Hold
60
– – ﹤0.01% 1061
2020
Q4 		$1K Hold
60
– – ﹤0.01% 948
2020
Q3 		$1K Hold
60
– – ﹤0.01% 856
2020
Q2 		$1K Sell
60
-126
-68% -$2.19K ﹤0.01% 768
2020
Q1 		$3K Buy
+186
New +$3.97K ﹤0.01% 692

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

Clearstead Advisors's SCHH Position: Q2 2026 in Review

Clearstead Advisors increased its Schwab US REIT ETF (SCHH) stake by 0.02% in Q2 2026, buying an estimated $676 and bringing the position to 150,303 shares worth $3.56M. The position accounts for 0.03% of the portfolio, ranked #289.

Clearstead Advisors first reported a position in SCHH in Q1 2020 and has held it in 26 quarters since. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Clearstead Advisors held 150,303 shares of Schwab US REIT ETF worth $3.56M as of Q2 2026.
  • Clearstead Advisors bought 29 Schwab US REIT ETF shares in Q2 2026, an estimated $676.
  • Schwab US REIT ETF made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #289 holding.
  • Clearstead Advisors first reported a position in Schwab US REIT ETF in Q1 2020 and has held it in 26 quarters since.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.