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CVA Family Office’s Schwab US REIT ETF SCHH Stock Holding History

CVA Family Office’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 		$46.8K Buy
1,978
+2
+0.1% +$47 ﹤0.01% 618
2026
Q1 		$42.5K Buy
1,976
+25
+1% +$548 ﹤0.01% 632
2025
Q4 		$40.8K Buy
1,951
+3
+0.2% +$64 ﹤0.01% 586
2025
Q3 		$42K Buy
1,948
+2
+0.1% +$43 0.01% 576
2025
Q2 		$41.2K Buy
1,946
+3
+0.2% +$63 0.01% 573
2025
Q1 		$41.8K Buy
1,943
+1
+0.1% +$21 0.01% 551
2024
Q4 		$40.9K Buy
1,942
+1,055
+119% +$23.6K 0.01% 559
2024
Q3 		$20.5K Buy
887
+5
+0.6% +$109 ﹤0.01% 653
2024
Q2 		$17.6K Sell
882
-1,411
-62% -$27.5K ﹤0.01% 664
2024
Q1 		$46.5K Buy
2,293
+6
+0.3% +$120 0.01% 504
2023
Q4 		$47.4K Buy
+2,287
New +$42.5K 0.01% 491
2023
Q3 		– Sell
-2,801
Closed -$54.7K – 807
2023
Q2 		$54.7K Buy
2,801
+4
+0.1% +$77 0.01% 432
2023
Q1 		$54.5K Buy
2,797
+3
+0.1% +$60 0.01% 424
2022
Q4 		$53.9K Buy
2,794
+3
+0.1% +$58 0.01% 400
2022
Q3 		$52K Buy
2,791
+3
+0.1% +$65 0.01% 356
2022
Q2 		$59K Buy
2,788
+5
+0.2% +$115 0.02% 331
2022
Q1 		$69K Sell
2,783
-1
-0% -$24 0.02% 328
2021
Q4 		$73K Buy
2,784
+22
+0.8% +$542 0.02% 295
2021
Q3 		$49K Sell
2,762
-12
-0.4% -$286 0.04% 183
2021
Q2 		$64K Buy
2,774
+2
+0.1% +$44 0.02% 323
2021
Q1 		$57K Buy
2,772
+4
+0.1% +$78 0.02% 265
2020
Q4 		$53K Buy
2,768
+6
+0.2% +$111 0.03% 192
2020
Q3 		$49K Buy
2,762
+6
+0.2% +$108 0.04% 183
2020
Q2 		$49K Sell
2,756
-106
-4% -$1.84K 0.04% 165
2020
Q1 		$47K Buy
+2,862
New +$61.1K 0.05% 147

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

CVA Family Office's SCHH Position: Q2 2026 in Review

CVA Family Office increased its Schwab US REIT ETF (SCHH) stake by 0.1% in Q2 2026, buying an estimated $47 and bringing the position to 1,978 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

CVA Family Office first reported a position in SCHH in Q1 2020 and has held it in 25 quarters since. The position peaked at $73K in Q4 2021. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • CVA Family Office held 1,978 shares of Schwab US REIT ETF worth $46.8K as of Q2 2026.
  • CVA Family Office bought 2 Schwab US REIT ETF shares in Q2 2026, an estimated $47.
  • Schwab US REIT ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #618 holding.
  • CVA Family Office first reported a position in Schwab US REIT ETF in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's Schwab US REIT ETF position peaked at $73K in Q4 2021.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.