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Cypress Point Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Cypress Point Wealth 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 		$5.69M Buy
240,432
+8,568
+4% +$200K 1.16% 15
2026
Q1 		$4.98M Buy
231,864
+20,101
+9% +$441K 1.07% 17
2025
Q4 		$4.42M Buy
211,763
+16,402
+8% +$348K 0.97% 16
2025
Q3 		$4.21M Buy
195,361
+19,151
+11% +$408K 0.85% 15
2025
Q2 		$3.73M Buy
176,210
+9,476
+6% +$199K 0.91% 16
2025
Q1 		$3.59M Buy
166,734
+9,458
+6% +$202K 1.14% 14
2024
Q4 		$3.31M Buy
157,276
+21,721
+16% +$485K 1.03% 17
2024
Q3 		$3.14M Buy
135,555
+4,927
+4% +$108K 1.23% 19
2024
Q2 		$2.61M Buy
130,628
+2,192
+2% +$42.7K 1.24% 21
2024
Q1 		$2.61M Buy
128,436
+3,343
+3% +$67K 1.34% 20
2023
Q4 		$2.59M Sell
125,093
-22,580
-15% -$420K 1.92% 16
2023
Q3 		$2.62M Sell
147,673
-25,199
-15% -$485K 2.3% 10
2023
Q2 		$3.38M Sell
172,872
-3,549
-2% -$68.1K 3.6% 5
2023
Q1 		$3.44M Buy
176,421
+12,107
+7% +$242K 4.85% 4
2022
Q4 		$3.17M Sell
164,314
-11,033
-6% -$212K 4.97% 5
2022
Q3 		$3.28M Sell
175,347
-2,503
-1% -$54.2K 6.09% 5
2022
Q2 		$3.75M Buy
177,850
+9,092
+5% +$209K 6.58% 4
2022
Q1 		$4.2M Buy
168,758
+11,046
+7% +$267K 4.27% 6
2021
Q4 		$4.16M Buy
157,712
+4,652
+3% +$115K 3.85% 6
2021
Q3 		$3.5M Buy
153,060
+9,444
+7% +$225K 2.49% 8
2021
Q2 		$3.29M Buy
143,616
+3,612
+3% +$80.3K 2.34% 8
2021
Q1 		$2.88M Buy
140,004
+14,876
+12% +$291K 2.99% 6
2020
Q4 		$2.38M Buy
+125,128
New +$2.31M 3.61% 5

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

Cypress Point Wealth Management's SCHH Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Schwab US REIT ETF (SCHH) stake by 3.7% in Q2 2026, buying an estimated $200K and bringing the position to 240,432 shares worth $5.69M. The position accounts for 1.16% of the portfolio, ranked #15.

Cypress Point Wealth Management first reported a position in SCHH in Q4 2020 and has held it in 23 quarters since. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Cypress Point Wealth Management held 240,432 shares of Schwab US REIT ETF worth $5.69M as of Q2 2026.
  • Cypress Point Wealth Management bought 8,568 Schwab US REIT ETF shares in Q2 2026, an estimated $200K.
  • Schwab US REIT ETF made up 1.16% of Cypress Point Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Cypress Point Wealth Management first reported a position in Schwab US REIT ETF in Q4 2020 and has held it in 23 quarters since.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.