Envestnet Portfolio Solutions
SCHH icon

Envestnet Portfolio Solutions’s Schwab US REIT ETF SCHH Stock Holding History

Envestnet Portfolio Solutions’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 		$868K Buy
36,671
+18,818
+105% +$439K ﹤0.01% 766
2026
Q1 		$384K Sell
17,853
-8,898,247
-100% -$195M ﹤0.01% 1005
2025
Q4 		$186M Buy
8,916,100
+557,970
+7% +$11.8M 0.65% 35
2025
Q3 		$180M Buy
8,358,130
+491,228
+6% +$10.5M 0.66% 35
2025
Q2 		$166M Buy
7,866,902
+385,927
+5% +$8.09M 0.61% 35
2025
Q1 		$161M Buy
7,480,975
+246,540
+3% +$5.27M 0.62% 36
2024
Q4 		$152M Buy
7,234,435
+252,942
+4% +$5.65M 0.5% 43
2024
Q3 		$162M Buy
6,981,493
+143,809
+2% +$3.15M 0.53% 39
2024
Q2 		$137M Buy
6,837,684
+480,848
+8% +$9.38M 0.48% 44
2024
Q1 		$129M Buy
6,356,836
+301,764
+5% +$6.05M 0.49% 42
2023
Q4 		$125M Buy
6,055,072
+91,491
+2% +$1.7M 0.52% 42
2023
Q3 		$106M Buy
+5,963,581
New +$115M 0.5% 41

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

Envestnet Portfolio Solutions's SCHH Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Schwab US REIT ETF (SCHH) stake by 105% in Q2 2026, buying an estimated $439K and bringing the position to 36,671 shares worth $868K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Envestnet Portfolio Solutions first reported a position in SCHH in Q3 2023 and has held it in 12 quarters since. The position peaked at $186M in Q4 2025. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Envestnet Portfolio Solutions held 36,671 shares of Schwab US REIT ETF worth $868K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 18,818 Schwab US REIT ETF shares in Q2 2026, an estimated $439K.
  • Schwab US REIT ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #766 holding.
  • Envestnet Portfolio Solutions first reported a position in Schwab US REIT ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Schwab US REIT ETF position peaked at $186M in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.