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Cordant Inc’s Schwab US REIT ETF SCHH Stock Holding History

Cordant Inc’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 		$449K Sell
18,960
-422
-2% -$9.84K 0.16% 34
2026
Q1 		$417K Buy
19,382
+18
+0.1% +$395 0.17% 33
2025
Q4 		$405K Sell
19,364
-76
-0.4% -$1.61K 0.17% 35
2025
Q3 		$419K Buy
19,440
+450
+2% +$9.6K 0.19% 31
2025
Q2 		$402K Sell
18,990
-85
-0.4% -$1.78K 0.19% 32
2025
Q1 		$410K Sell
19,075
-150
-0.8% -$3.21K 0.21% 32
2024
Q4 		$405K Sell
19,225
-385
-2% -$8.61K 0.21% 32
2024
Q3 		$454K Sell
19,610
-988
-5% -$21.6K 0.23% 31
2024
Q2 		$411K Buy
20,598
+46
+0.2% +$897 0.23% 29
2024
Q1 		$417K Sell
20,552
-374
-2% -$7.5K 0.24% 30
2023
Q4 		$433K Sell
20,926
-4,727
-18% -$87.8K 0.27% 28
2023
Q3 		$455K Sell
25,653
-8,741
-25% -$168K 0.3% 27
2023
Q2 		$672K Sell
34,394
-7,837
-19% -$150K 0.44% 22
2023
Q1 		$824K Sell
42,231
-1,678
-4% -$33.6K 0.53% 21
2022
Q4 		$847K Buy
43,909
+9,222
+27% +$177K 0.57% 21
2022
Q3 		$648K Buy
34,687
+175
+0.5% +$3.79K 0.47% 20
2022
Q2 		$728K Sell
34,512
-12,345
-26% -$284K 0.51% 17
2022
Q1 		$1.17M Sell
46,857
-2,645
-5% -$63.8K 0.72% 16
2021
Q4 		$1.3M Buy
49,502
+230
+0.5% +$5.67K 0.76% 20
2021
Q3 		$1.13M Sell
49,272
-3,232
-6% -$77.1K 0.68% 18
2021
Q2 		$1.2M Sell
52,504
-96
-0.2% -$2.13K 0.76% 18
2021
Q1 		$1.08M Sell
52,600
-134
-0.3% -$2.62K 0.7% 24
2020
Q4 		$1M Buy
52,734
+1,230
+2% +$22.8K 0.79% 17
2020
Q3 		$911K Buy
51,504
+166
+0.3% +$2.99K 0.77% 17
2020
Q2 		$904K Buy
51,338
+2,952
+6% +$51.3K 0.78% 17
2020
Q1 		$792K Buy
48,386
+4,152
+9% +$88.6K 0.81% 17
2019
Q4 		$1.02M Buy
+44,234
New +$1.03M 0.86% 19

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

Cordant Inc's SCHH Position: Q2 2026 in Review

Cordant Inc reduced its Schwab US REIT ETF (SCHH) stake by 2.2% in Q2 2026, selling an estimated $9.84K and leaving 18,960 shares worth $449K. The position accounts for 0.16% of the portfolio, ranked #34.

Cordant Inc first reported a position in SCHH in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.3M in Q4 2021. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Cordant Inc held 18,960 shares of Schwab US REIT ETF worth $449K as of Q2 2026.
  • Cordant Inc sold 422 Schwab US REIT ETF shares in Q2 2026, an estimated $9.84K.
  • Schwab US REIT ETF made up 0.16% of Cordant Inc's portfolio in Q2 2026, its #34 holding.
  • Cordant Inc first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 27 quarters since.
  • Cordant Inc's Schwab US REIT ETF position peaked at $1.3M in Q4 2021.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Cordant Inc's 13F filing for Q2 2026, filed 15 Jul 2026.