Curbstone Financial Management Corp’s Schwab US REIT ETF SCHH Stock Holding History

Curbstone Financial Management Corp’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	$1.15M	Sell	48,732 -400	-0.8%	-$9.33K	0.2%	105
2026 Q1	$1.06M	Sell	49,132 -200	-0.4%	-$4.38K	0.2%	105
2025 Q4	$1.03M	Hold	49,332	–	–	0.2%	104
2025 Q3	$1.06M	Hold	49,332	–	–	0.2%	106
2025 Q2	$1.04M	Sell	49,332 -500	-1%	-$10.5K	0.21%	105
2025 Q1	$1.07M	Sell	49,832 -1,800	-3%	-$38.5K	0.23%	99
2024 Q4	$1.09M	Sell	51,632 -900	-2%	-$20.1K	0.23%	104
2024 Q3	$1.22M	Hold	52,532	–	–	0.26%	95
2024 Q2	$1.05M	Sell	52,532 -468	-0.9%	-$9.13K	0.23%	102
2024 Q1	$1.08M	Hold	53,000	–	–	0.23%	106
2023 Q4	$1.1M	Hold	53,000	–	–	0.25%	98
2023 Q3	$941K	Hold	53,000	–	–	0.23%	102
2023 Q2	$1.04M	Hold	53,000	–	–	0.25%	100
2023 Q1	$1.03M	Sell	53,000 -1,400	-3%	-$28K	0.25%	96
2022 Q4	$1.05M	Hold	54,400	–	–	0.26%	94
2022 Q3	$1.02M	Hold	54,400	–	–	0.25%	94
2022 Q2	$1.15M	Hold	54,400	–	–	0.27%	91
2022 Q1	$1.35M	Hold	54,400	–	–	0.25%	97
2021 Q4	$1.43M	Hold	54,400	–	–	0.25%	95
2021 Q3	$1.24M	Sell	54,400 -300	-0.5%	-$7.15K	0.23%	102
2021 Q2	$1.25M	Buy	54,700 +400	+0.7%	+$8.89K	0.24%	105
2021 Q1	$1.12M	Hold	54,300	–	–	0.22%	106
2020 Q4	$1.03M	Hold	54,300	–	–	0.22%	106
2020 Q3	$960K	Hold	54,300	–	–	0.23%	103
2020 Q2	$956K	Buy	54,300 +2,900	+6%	+$50.4K	0.25%	96
2020 Q1	$841K	Sell	51,400 -4,500	-8%	-$96K	0.25%	94
2019 Q4	$1.28M	Hold	55,900	–	–	0.31%	83
2019 Q3	$1.32M	Sell	55,900 -1,200	-2%	-$27.5K	0.34%	78
2019 Q2	$1.27M	Hold	57,100	–	–	0.33%	81
2019 Q1	$1.27M	Sell	57,100 -400	-0.7%	-$8.49K	0.35%	80
2018 Q4	$1.11M	Sell	57,500 -400	-0.7%	-$8.17K	0.33%	84
2018 Q3	$1.21M	Hold	57,900	–	–	0.32%	86
2018 Q2	$1.21M	Sell	57,900 -2,900	-5%	-$57.4K	0.33%	81
2018 Q1	$1.16M	Buy	60,800 +30,400	+100%	+$586K	0.33%	83
2017 Q4	$633K	Sell	30,400 -30,400	-50%	-$632K	0.35%	78
2017 Q3	$1.25M	Buy	60,800 +29,900	+97%	+$616K	0.36%	77
2017 Q2	$637K	Sell	30,900 -1,700	-5%	-$34.9K	0.38%	76
2017 Q1	$665K	Sell	32,600 -1,000	-3%	-$20.5K	0.41%	72
2016 Q4	$689K	Sell	33,600 -36,300	-52%	-$729K	0.43%	66
2016 Q3	$1.49M	Sell	69,900 -5,700	-8%	-$125K	0.48%	64
2016 Q2	$1.64M	Sell	75,600 -3,900	-5%	-$80.5K	0.55%	55
2016 Q1	$1.65M	Buy	79,500 +800	+1%	+$15.4K	0.55%	52
2015 Q4	$1.56M	Buy	78,700 +37,850	+93%	+$739K	0.53%	56
2015 Q3	$760K	Sell	40,850 -200	-0.5%	-$3.75K	0.55%	53
2015 Q2	$745K	Sell	41,050 -250	-0.6%	-$4.82K	0.5%	57
2015 Q1	$837K	Sell	41,300 -1,150	-3%	-$23.5K	0.56%	50
2014 Q4	$827K	Buy	42,450 +400	+1%	+$7.49K	0.64%	46
2014 Q3	$716K	Buy	42,050 +250	+0.6%	+$4.46K	0.56%	50
2014 Q2	$739K	Sell	41,800 -300	-0.7%	-$5.2K	0.57%	52
2014 Q1	$697K	Buy	+42,100	New	+$675K	0.57%	53

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Curbstone Financial Management Corp's SCHH Position: Q2 2026 in Review

Curbstone Financial Management Corp reduced its Schwab US REIT ETF (SCHH) stake by 0.81% in Q2 2026, selling an estimated $9.33K and leaving 48,732 shares worth $1.15M. The position accounts for 0.2% of the portfolio, ranked #105.

Curbstone Financial Management Corp first reported a position in SCHH in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.65M in Q1 2016. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Curbstone Financial Management Corp held 48,732 shares of Schwab US REIT ETF worth $1.15M as of Q2 2026.
Curbstone Financial Management Corp sold 400 Schwab US REIT ETF shares in Q2 2026, an estimated $9.33K.
Schwab US REIT ETF made up 0.2% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #105 holding.
Curbstone Financial Management Corp first reported a position in Schwab US REIT ETF in Q1 2014 and has held it in 50 quarters since.
Curbstone Financial Management Corp's Schwab US REIT ETF position peaked at $1.65M in Q1 2016.
590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.