Corient Private Wealth
SCHH icon

Corient Private Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Corient Private Wealth’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 		$912K Buy
38,496
+28,512
+286% +$665K ﹤0.01% 1875
2026
Q1 		$207K Sell
9,984
-43,295
-81% -$949K ﹤0.01% 2543
2025
Q4 		$1.12M Buy
53,279
+23,211
+77% +$492K ﹤0.01% 1458
2025
Q3 		$649K Sell
30,068
-22,584
-43% -$482K ﹤0.01% 1655
2025
Q2 		$1.11M Buy
52,652
+884
+2% +$18.5K ﹤0.01% 1312
2025
Q1 		$1.11M Sell
51,768
-2,300
-4% -$49.2K ﹤0.01% 1228
2024
Q4 		$1.14M Buy
54,068
+4,271
+9% +$95.5K ﹤0.01% 1262
2024
Q3 		$1.15M Buy
49,797
+844
+2% +$18.5K ﹤0.01% 1339
2024
Q2 		$978K Sell
48,953
-3,659
-7% -$71.4K ﹤0.01% 1339
2024
Q1 		$1.07M Buy
52,612
+789
+2% +$15.8K ﹤0.01% 1297
2023
Q4 		$1.07M Buy
51,823
+26,087
+101% +$485K ﹤0.01% 1261
2023
Q3 		$457K Buy
25,736
+2,334
+10% +$44.9K ﹤0.01% 1545
2023
Q2 		$457K Buy
+23,402
New +$449K ﹤0.01% 1494

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

Corient Private Wealth's SCHH Position: Q2 2026 in Review

Corient Private Wealth increased its Schwab US REIT ETF (SCHH) stake by 286% in Q2 2026, buying an estimated $665K and bringing the position to 38,496 shares worth $912K. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Corient Private Wealth first reported a position in SCHH in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q3 2024. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Corient Private Wealth held 38,496 shares of Schwab US REIT ETF worth $912K as of Q2 2026.
  • Corient Private Wealth bought 28,512 Schwab US REIT ETF shares in Q2 2026, an estimated $665K.
  • Schwab US REIT ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1875 holding.
  • Corient Private Wealth first reported a position in Schwab US REIT ETF in Q2 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Schwab US REIT ETF position peaked at $1.15M in Q3 2024.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.