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Creative Capital Management Investments’s Schwab US REIT ETF SCHH Stock Holding History

Creative Capital Management Investments’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 		– Sell
-16
Closed -$344 – 1459
2026
Q1 		$344 Buy
16
+7
+78% +$153 ﹤0.01% 309
2025
Q4 		$188 Buy
+9
New +$191 ﹤0.01% 306
2023
Q4 		– Sell
-14
Closed -$249 – 232
2023
Q3 		$249 Buy
+14
New +$269 ﹤0.01% 230

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 22.9% 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

Creative Capital Management Investments's SCHH Position: Q2 2026 in Review

Creative Capital Management Investments sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 16 shares — an estimated $344 sold.

Creative Capital Management Investments first reported a position in SCHH in Q3 2023 and held it in 3 quarters. The position peaked at $344 in Q1 2026. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Creative Capital Management Investments reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Creative Capital Management Investments sold 16 Schwab US REIT ETF shares in Q2 2026, an estimated $344.
  • Creative Capital Management Investments first reported a position in Schwab US REIT ETF in Q3 2023 and held it in 3 quarters.
  • Creative Capital Management Investments's Schwab US REIT ETF position peaked at $344 in Q1 2026.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.