Covestor
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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
Q3 		$53K Sell
2,396
-89
-4% -$2.11K 0.03% 712
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DUMAC Inc
DUMAC Inc Durham, North Carolina $1.75B AUM 16.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
Mason Street Advisors
Mason Street Advisors Milwaukee, Wisconsin $1.06B AUM 4.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Covestor's SCHH Position: Q3 2026 in Review

Covestor reduced its Schwab US REIT ETF (SCHH) stake by 3.6% in Q3 2026, selling an estimated $2.11K and leaving 2,396 shares worth $53K. The position accounts for 0.03% of the portfolio, ranked #712.

Covestor first reported a position in SCHH in Q4 2022 and has held it in 16 quarters since. The position peaked at $59K in Q2 2026. 532 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • Covestor held 2,396 shares of Schwab US REIT ETF worth $53K as of Q3 2026.
  • Covestor sold 89 Schwab US REIT ETF shares in Q3 2026, an estimated $2.11K.
  • Schwab US REIT ETF made up 0.03% of Covestor's portfolio in Q3 2026, its #712 holding.
  • Covestor first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 16 quarters since.
  • Covestor's Schwab US REIT ETF position peaked at $59K in Q2 2026.
  • 532 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.