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Embree Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Embree Financial Group’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 		$257K Sell
10,861
-7
-0.1% -$163 0.03% 238
2026
Q1 		$234K Sell
10,868
-826
-7% -$18.1K 0.03% 233
2025
Q4 		$244K Sell
11,694
-738
-6% -$15.6K 0.03% 212
2025
Q3 		$268K Sell
12,432
-4,914
-28% -$105K 0.04% 193
2025
Q2 		$367K Sell
17,346
-194
-1% -$4.07K 0.06% 153
2025
Q1 		$377K Sell
17,540
-3,340
-16% -$71.4K 0.06% 145
2024
Q4 		$440K Sell
20,880
-210
-1% -$4.69K 0.08% 126
2024
Q3 		$489K Sell
21,090
-380
-2% -$8.31K 0.09% 119
2024
Q2 		$429K Sell
21,470
-639
-3% -$12.5K 0.08% 120
2024
Q1 		$449K Sell
22,109
-4,780
-18% -$95.8K 0.09% 126
2023
Q4 		$557K Buy
+26,889
New +$500K 0.12% 101

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

Embree Financial Group's SCHH Position: Q2 2026 in Review

Embree Financial Group reduced its Schwab US REIT ETF (SCHH) stake by 0.06% in Q2 2026, selling an estimated $163 and leaving 10,861 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #238.

Embree Financial Group first reported a position in SCHH in Q4 2023 and has held it in 11 quarters since. The position peaked at $557K in Q4 2023. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Embree Financial Group held 10,861 shares of Schwab US REIT ETF worth $257K as of Q2 2026.
  • Embree Financial Group sold 7 Schwab US REIT ETF shares in Q2 2026, an estimated $163.
  • Schwab US REIT ETF made up 0.03% of Embree Financial Group's portfolio in Q2 2026, its #238 holding.
  • Embree Financial Group first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • Embree Financial Group's Schwab US REIT ETF position peaked at $557K in Q4 2023.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.