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Dorsey & Whitney Trust’s Schwab US REIT ETF SCHH Stock Holding History

Dorsey & Whitney Trust’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 		$305K Sell
12,868
-1,652
-11% -$38.5K 0.01% 587
2026
Q1 		$312K Buy
+14,520
New +$318K 0.02% 552

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

Dorsey & Whitney Trust's SCHH Position: Q2 2026 in Review

Dorsey & Whitney Trust reduced its Schwab US REIT ETF (SCHH) stake by 11% in Q2 2026, selling an estimated $38.5K and leaving 12,868 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #587.

Dorsey & Whitney Trust first reported a position in SCHH in Q1 2026 and has held it in 2 quarters since. The position peaked at $312K in Q1 2026. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Dorsey & Whitney Trust held 12,868 shares of Schwab US REIT ETF worth $305K as of Q2 2026.
  • Dorsey & Whitney Trust sold 1,652 Schwab US REIT ETF shares in Q2 2026, an estimated $38.5K.
  • Schwab US REIT ETF made up 0.01% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #587 holding.
  • Dorsey & Whitney Trust first reported a position in Schwab US REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • Dorsey & Whitney Trust's Schwab US REIT ETF position peaked at $312K in Q1 2026.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.