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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
Q1 		$312K Buy
+14,520
New +$318K 0.02% 552

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Dorsey & Whitney Trust's SCHH Position: Q1 2026 in Review

Dorsey & Whitney Trust opened a new position in Schwab US REIT ETF (SCHH) in Q1 2026: 14,520 shares worth $312K. The stake represents 0.02% of the portfolio and ranks #552 among its holdings.

565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Dorsey & Whitney Trust held 14,520 shares of Schwab US REIT ETF worth $312K as of Q1 2026.
  • Schwab US REIT ETF was a new Dorsey & Whitney Trust position in Q1 2026.
  • Schwab US REIT ETF made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #552 holding.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.