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Cresset Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Cresset Asset Management’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 		$1.37M Buy
57,938
+32,506
+128% +$758K 0.01% 787
2026
Q1 		$547K Buy
+25,432
New +$558K ﹤0.01% 1022
2025
Q2 		– Sell
-88,644
Closed -$1.91M – 1730
2025
Q1 		$1.91M Buy
88,644
+3,502
+4% +$74.8K 0.01% 556
2024
Q4 		$1.79M Sell
85,142
-50
-0.1% -$1.12K 0.01% 584
2024
Q3 		$1.97M Buy
85,192
+6
+0% +$131 0.01% 822
2024
Q2 		$1.72M Sell
85,186
-1,857
-2% -$36.2K 0.01% 792
2024
Q1 		$1.77M Buy
87,043
+56
+0.1% +$1.12K 0.01% 705
2023
Q4 		$1.8M Buy
+86,987
New +$1.62M 0.01% 634
2023
Q3 		– Sell
-12,872
Closed -$251K – 1958
2023
Q2 		$251K Buy
12,872
+1,759
+16% +$33.7K ﹤0.01% 1614
2023
Q1 		$217K Sell
11,113
-3,532
-24% -$70.7K ﹤0.01% 726
2022
Q4 		$282K Sell
14,645
-3,428
-19% -$66K ﹤0.01% 541
2022
Q3 		$338K Buy
18,073
+1,721
+11% +$37.2K ﹤0.01% 633
2022
Q2 		$344K Buy
16,352
+3,153
+24% +$72.6K ﹤0.01% 671
2022
Q1 		$328K Buy
13,199
+499
+4% +$12K ﹤0.01% 747
2021
Q4 		$334K Sell
12,700
-908
-7% -$22.4K ﹤0.01% 841
2021
Q3 		$311K Buy
+13,608
New +$324K ﹤0.01% 831

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

Cresset Asset Management's SCHH Position: Q2 2026 in Review

Cresset Asset Management increased its Schwab US REIT ETF (SCHH) stake by 128% in Q2 2026, buying an estimated $758K and bringing the position to 57,938 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #787.

Cresset Asset Management first reported a position in SCHH in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.97M in Q3 2024. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Cresset Asset Management held 57,938 shares of Schwab US REIT ETF worth $1.37M as of Q2 2026.
  • Cresset Asset Management bought 32,506 Schwab US REIT ETF shares in Q2 2026, an estimated $758K.
  • Schwab US REIT ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #787 holding.
  • Cresset Asset Management first reported a position in Schwab US REIT ETF in Q3 2021 and has held it in 16 quarters since.
  • Cresset Asset Management's Schwab US REIT ETF position peaked at $1.97M in Q3 2024.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.