EPM
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Elm Partners Management’s Schwab US REIT ETF SCHH Stock Holding History

Elm Partners 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 		$43M Buy
1,816,239
+805,794
+80% +$18.8M 1.54% 16
2026
Q1 		$21.4M Buy
1,010,445
+383,133
+61% +$8.4M 0.93% 22
2025
Q4 		$13.1M Buy
627,312
+63,271
+11% +$1.34M 0.59% 25
2025
Q3 		$12.2M Buy
564,041
+218,309
+63% +$4.66M 0.61% 23
2025
Q2 		$7.32M Sell
345,732
-134,819
-28% -$2.82M 0.42% 24
2025
Q1 		$10.3M Sell
480,551
-352,789
-42% -$7.54M 0.67% 21
2024
Q4 		$17.6M Buy
833,340
+21,695
+3% +$485K 1.2% 17
2024
Q3 		$18.8M Buy
811,645
+143,889
+22% +$3.15M 1.34% 17
2024
Q2 		$13.3M Buy
667,756
+488,647
+273% +$9.53M 1.02% 21
2024
Q1 		$3.64M Buy
179,109
+135,763
+313% +$2.72M 0.29% 29
2023
Q4 		$898K Sell
43,346
-43,346
-50% -$806K 0.08% 35
2023
Q3 		$1.54M Hold
86,692
– – 0.16% 34
2023
Q2 		$1.69M Hold
86,692
– – 0.17% 31
2023
Q1 		$1.69M Buy
86,692
+272
+0.3% +$5.45K 0.18% 32
2022
Q4 		$1.67M Sell
86,420
-354,192
-80% -$6.82M 0.19% 29
2022
Q3 		$8.24M Sell
440,612
-69,388
-14% -$1.5M 1.11% 17
2022
Q2 		$10.8M Hold
510,000
– – 1.4% 15
2022
Q1 		$12.7M Hold
510,000
– – 1.6% 14
2021
Q4 		$13.4M Hold
510,000
– – 1.66% 16
2021
Q3 		$11.6M Hold
510,000
– – 1.55% 16
2021
Q2 		$11.7M Hold
510,000
– – 1.54% 16
2021
Q1 		$10.5M Hold
510,000
– – 1.49% 17
2020
Q4 		$9.68M Hold
510,000
– – 1.45% 19
2020
Q3 		$9.02M Hold
510,000
– – 1.52% 17
2020
Q2 		$8.98M Buy
+510,000
New +$8.86M 1.6% 16

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

Elm Partners Management's SCHH Position: Q2 2026 in Review

Elm Partners Management increased its Schwab US REIT ETF (SCHH) stake by 80% in Q2 2026, buying an estimated $18.8M and bringing the position to 1,816,239 shares worth $43M. The position accounts for 1.54% of the portfolio, ranked #16.

Elm Partners Management first reported a position in SCHH in Q2 2020 and has held it in 25 quarters since. 593 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Elm Partners Management held 1,816,239 shares of Schwab US REIT ETF worth $43M as of Q2 2026.
  • Elm Partners Management bought 805,794 Schwab US REIT ETF shares in Q2 2026, an estimated $18.8M.
  • Schwab US REIT ETF made up 1.54% of Elm Partners Management's portfolio in Q2 2026, its #16 holding.
  • Elm Partners Management first reported a position in Schwab US REIT ETF in Q2 2020 and has held it in 25 quarters since.
  • 593 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.