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Crewe Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Crewe Advisors’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 		$33.2K Hold
1,402
– – ﹤0.01% 513
2026
Q1 		$30.1K Hold
1,402
– – ﹤0.01% 439
2025
Q4 		$29.3K Hold
1,402
– – ﹤0.01% 422
2025
Q3 		$30.3K Hold
1,402
– – ﹤0.01% 433
2025
Q2 		$29.7K Buy
1,402
+122
+10% +$2.56K ﹤0.01% 326
2025
Q1 		$27.5K Hold
1,280
– – ﹤0.01% 315
2024
Q4 		$27K Hold
1,280
– – ﹤0.01% 329
2024
Q3 		$29.7K Hold
1,280
– – ﹤0.01% 356
2024
Q2 		$25.6K Sell
1,280
-60
-4% -$1.17K ﹤0.01% 508
2024
Q1 		$27.2K Hold
1,340
– – ﹤0.01% 450
2023
Q4 		$27.8K Hold
1,340
– – ﹤0.01% 148
2023
Q3 		$23.8K Hold
1,340
– – ﹤0.01% 186
2023
Q2 		$26.2K Hold
1,340
– – ﹤0.01% 328
2023
Q1 		$26.1K Buy
1,340
+3
+0.2% +$60 ﹤0.01% 382
2022
Q4 		$25.8K Hold
1,337
– – ﹤0.01% 380
2022
Q3 		$25K Buy
+1,337
New +$28.9K ﹤0.01% 426

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

Crewe Advisors's SCHH Position: Q2 2026 in Review

Crewe Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 1,402 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Crewe Advisors first reported a position in SCHH in Q3 2022 and has held it in 16 quarters since. 596 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Crewe Advisors held 1,402 shares of Schwab US REIT ETF worth $33.2K as of Q2 2026.
  • Crewe Advisors left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #513 holding.
  • Crewe Advisors first reported a position in Schwab US REIT ETF in Q3 2022 and has held it in 16 quarters since.
  • 596 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.