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Empirical Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Empirical Wealth 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 		$3.73M Sell
157,493
-4,647
-3% -$108K 0.05% 188
2026
Q1 		$3.48M Sell
162,140
-4,346
-3% -$95.3K 0.06% 181
2025
Q4 		$3.48M Buy
166,486
+4,504
+3% +$95.5K 0.06% 181
2025
Q3 		$3.49M Sell
161,982
-901
-0.6% -$19.2K 0.07% 171
2025
Q2 		$3.45M Buy
162,883
+5,424
+3% +$114K 0.08% 161
2025
Q1 		$3.39M Sell
157,459
-6,476
-4% -$138K 0.09% 160
2024
Q4 		$3.45M Sell
163,935
-18,193
-10% -$407K 0.09% 141
2024
Q3 		$4.22M Sell
182,128
-57,451
-24% -$1.26M 0.12% 127
2024
Q2 		$4.78M Buy
239,579
+2,764
+1% +$53.9K 0.14% 115
2024
Q1 		$4.81M Sell
236,815
-4,698
-2% -$94.2K 0.15% 112
2023
Q4 		$5M Buy
241,513
+47,130
+24% +$876K 0.17% 103
2023
Q3 		$3.45M Sell
194,383
-4,996
-3% -$96.1K 0.14% 114
2023
Q2 		$3.89M Buy
199,379
+10,387
+5% +$199K 0.16% 107
2023
Q1 		$3.69M Buy
188,992
+17,407
+10% +$349K 0.16% 101
2022
Q4 		$3.31M Buy
171,585
+25,489
+17% +$491K 0.16% 103
2022
Q3 		$2.73M Buy
146,096
+20,690
+16% +$448K 0.14% 107
2022
Q2 		$2.65M Buy
125,406
+43,637
+53% +$1M 0.14% 108
2022
Q1 		$2.04M Buy
81,769
+3,543
+5% +$85.5K 0.1% 135
2021
Q4 		$2.06M Sell
78,226
-456
-0.6% -$11.2K 0.1% 127
2021
Q3 		$1.8M Sell
78,682
-254
-0.3% -$6.06K 0.1% 124
2021
Q2 		$1.81M Buy
78,936
+4,402
+6% +$97.9K 0.11% 123
2021
Q1 		$1.53M Sell
74,534
-366
-0.5% -$7.16K 0.12% 120
2020
Q4 		$1.42M Sell
74,900
-6,294
-8% -$116K 0.11% 125
2020
Q3 		$1.44M Buy
81,194
+792
+1% +$14.3K 0.12% 114
2020
Q2 		$1.42M Buy
80,402
+27,908
+53% +$485K 0.13% 106
2020
Q1 		$859K Buy
52,494
+30,588
+140% +$653K 0.09% 126
2019
Q4 		$503K Sell
21,906
-3,144
-13% -$73.3K 0.06% 190
2019
Q3 		$591K Buy
+25,050
New +$574K 0.07% 155

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

Empirical Wealth Management's SCHH Position: Q2 2026 in Review

Empirical Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 2.9% in Q2 2026, selling an estimated $108K and leaving 157,493 shares worth $3.73M. The position accounts for 0.05% of the portfolio, ranked #188.

Empirical Wealth Management first reported a position in SCHH in Q3 2019 and has held it in 28 quarters since. The position peaked at $5M in Q4 2023. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Empirical Wealth Management held 157,493 shares of Schwab US REIT ETF worth $3.73M as of Q2 2026.
  • Empirical Wealth Management sold 4,647 Schwab US REIT ETF shares in Q2 2026, an estimated $108K.
  • Schwab US REIT ETF made up 0.05% of Empirical Wealth Management's portfolio in Q2 2026, its #188 holding.
  • Empirical Wealth Management first reported a position in Schwab US REIT ETF in Q3 2019 and has held it in 28 quarters since.
  • Empirical Wealth Management's Schwab US REIT ETF position peaked at $5M in Q4 2023.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.