DF
SCHH icon

Dunhill Financial’s Schwab US REIT ETF SCHH Stock Holding History

Dunhill Financial’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 		$615 Hold
26
– – ﹤0.01% 1101
2026
Q1 		$558 Hold
26
– – ﹤0.01% 1088
2025
Q4 		$543 Hold
26
– – ﹤0.01% 923
2025
Q3 		$561 Hold
26
– – ﹤0.01% 832
2025
Q2 		$550 Hold
26
– – ﹤0.01% 844
2025
Q1 		$559 Buy
+26
New +$556 ﹤0.01% 833
2024
Q3 		– Sell
-61
Closed -$1.22K – 974
2024
Q2 		$1.22K Hold
61
– – ﹤0.01% 660
2024
Q1 		$1.24K Buy
+61
New +$1.22K ﹤0.01% 599

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

Dunhill Financial's SCHH Position: Q2 2026 in Review

Dunhill Financial held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 26 shares worth $615. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Dunhill Financial first reported a position in SCHH in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.24K in Q1 2024. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Dunhill Financial held 26 shares of Schwab US REIT ETF worth $615 as of Q2 2026.
  • Dunhill Financial left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #1101 holding.
  • Dunhill Financial first reported a position in Schwab US REIT ETF in Q1 2024 and has held it in 8 quarters since.
  • Dunhill Financial's Schwab US REIT ETF position peaked at $1.24K in Q1 2024.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.