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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $820M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Elm Partners Management's SCHH Position: Q1 2026 in Review

Elm Partners Management increased its Schwab US REIT ETF (SCHH) stake by 61% in Q1 2026, buying an estimated $8.4M and bringing the position to 1,010,445 shares worth $21.4M. The position accounts for 0.93% of the portfolio, ranked #22.

Elm Partners Management first reported a position in SCHH in Q2 2020 and has held it in 24 quarters since. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

Elm Partners Management held 1,010,445 shares of Schwab US REIT ETF worth $21.4M as of Q1 2026.
Elm Partners Management bought 383,133 Schwab US REIT ETF shares in Q1 2026, an estimated $8.4M.
Schwab US REIT ETF made up 0.93% of Elm Partners Management's portfolio in Q1 2026, its #22 holding.
Elm Partners Management first reported a position in Schwab US REIT ETF in Q2 2020 and has held it in 24 quarters since.
565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.