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CX Institutional’s Schwab US REIT ETF SCHH Stock Holding History

CX Institutional’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 		$12K Sell
522
-44
-8% -$1.03K ﹤0.01% 1271
2026
Q1 		$12K Sell
566
-20
-3% -$438 ﹤0.01% 1260
2025
Q4 		$12K Buy
586
+6
+1% +$127 ﹤0.01% 1172
2025
Q3 		$13K Buy
580
+2
+0.3% +$43 ﹤0.01% 1167
2025
Q2 		$12K Sell
578
-3
-0.5% -$63 ﹤0.01% 1023
2025
Q1 		$12K Buy
+581
New +$12.4K ﹤0.01% 1000
2023
Q1 		– Sell
-183,951
Closed -$3.55M – 572
2022
Q4 		$3.55M Buy
183,951
+56,717
+45% +$1.09M 0.22% 135
2022
Q3 		$2.38M Buy
127,234
+17,375
+16% +$376K 0.17% 153
2022
Q2 		$2.32M Sell
109,859
-21,385
-16% -$492K 0.17% 147
2022
Q1 		$3.27M Buy
131,244
+18,690
+17% +$451K 0.26% 105
2021
Q4 		$2.96M Buy
112,554
+67,400
+149% +$1.66M 0.24% 130
2021
Q3 		$1.03M Buy
45,154
+37,672
+504% +$898K 0.08% 209
2021
Q2 		$171K Buy
7,482
+138
+2% +$3.07K 0.01% 359
2021
Q1 		$151K Sell
7,344
-10,360
-59% -$203K 0.01% 334
2020
Q4 		$336K Sell
17,704
-1,640
-8% -$30.3K 0.03% 260
2020
Q3 		$342K Buy
19,344
+2,358
+14% +$42.4K 0.04% 227
2020
Q2 		$299K Buy
16,986
+1,884
+12% +$32.7K 0.04% 223
2020
Q1 		$247K Buy
15,102
+1,486
+11% +$31.7K 0.04% 216
2019
Q4 		$313K Sell
13,616
-80
-0.6% -$1.86K 0.05% 174
2019
Q3 		$323K Buy
13,696
+448
+3% +$10.3K 0.05% 191
2019
Q2 		$294K Buy
13,248
+6,226
+89% +$139K 0.05% 194
2019
Q1 		$156K Buy
7,022
+5,076
+261% +$108K 0.03% 231
2018
Q4 		$37K Sell
1,946
-2,118
-52% -$43.2K 0.01% 283
2018
Q3 		$85K Buy
4,064
+2,662
+190% +$56.3K 0.03% 156
2018
Q2 		$29K Buy
+1,402
New +$27.7K 0.01% 185

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

CX Institutional's SCHH Position: Q2 2026 in Review

CX Institutional reduced its Schwab US REIT ETF (SCHH) stake by 7.8% in Q2 2026, selling an estimated $1.03K and leaving 522 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

CX Institutional first reported a position in SCHH in Q2 2018 and has held it in 25 quarters since. The position peaked at $3.55M in Q4 2022. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • CX Institutional held 522 shares of Schwab US REIT ETF worth $12K as of Q2 2026.
  • CX Institutional sold 44 Schwab US REIT ETF shares in Q2 2026, an estimated $1.03K.
  • Schwab US REIT ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1271 holding.
  • CX Institutional first reported a position in Schwab US REIT ETF in Q2 2018 and has held it in 25 quarters since.
  • CX Institutional's Schwab US REIT ETF position peaked at $3.55M in Q4 2022.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.