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Covestor’s Schwab US REIT ETF SCHH Stock Holding History

Covestor’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 		$59K Hold
2,485
– – 0.03% 704
2026
Q1 		$53K Sell
2,485
-357
-13% -$7.83K 0.04% 683
2025
Q4 		$59K Buy
2,842
+263
+10% +$5.58K 0.03% 848
2025
Q3 		$56K Buy
2,579
+236
+10% +$5.03K 0.03% 857
2025
Q2 		$50K Buy
2,343
+910
+64% +$19.1K 0.03% 891
2025
Q1 		$31K Buy
1,433
+381
+36% +$8.14K 0.02% 1029
2024
Q4 		$22K Buy
1,052
+48
+5% +$1.07K 0.01% 1159
2024
Q3 		$23K Sell
1,004
-1,048
-51% -$22.9K 0.01% 1165
2024
Q2 		$41K Buy
2,052
+247
+14% +$4.82K 0.03% 943
2024
Q1 		$36K Buy
1,805
+26
+1% +$521 0.02% 1006
2023
Q4 		$37K Buy
1,779
+172
+11% +$3.2K 0.03% 974
2023
Q3 		$28K Buy
1,607
+221
+16% +$4.25K 0.02% 1004
2023
Q2 		$27K Sell
1,386
-193
-12% -$3.7K 0.02% 1015
2023
Q1 		$30K Sell
1,579
-548
-26% -$11K 0.03% 885
2022
Q4 		$41K Buy
+2,127
New +$40.9K 0.03% 802

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

Covestor's SCHH Position: Q2 2026 in Review

Covestor held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 2,485 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #704.

Covestor first reported a position in SCHH in Q4 2022 and has held it in 15 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Covestor held 2,485 shares of Schwab US REIT ETF worth $59K as of Q2 2026.
  • Covestor left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.03% of Covestor's portfolio in Q2 2026, its #704 holding.
  • Covestor first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.