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EP Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

EP Wealth Advisors’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 		$2M Sell
84,514
-2,335
-3% -$54.4K 0.01% 572
2026
Q1 		$1.87M Buy
86,849
+15,240
+21% +$334K 0.01% 492
2025
Q4 		$1.5M Buy
+71,609
New +$1.52M 0.01% 515
2025
Q2 		$141K Sell
6,671
-4,295
-39% -$90K ﹤0.01% 1329
2025
Q1 		$236K Buy
10,966
+2,068
+23% +$44.2K ﹤0.01% 1048
2024
Q4 		$187K Sell
8,898
-49
-0.5% -$1.09K ﹤0.01% 1100
2024
Q3 		$207K Buy
8,947
+2,222
+33% +$48.6K ﹤0.01% 1031
2024
Q2 		$134K Sell
6,725
-452
-6% -$8.81K ﹤0.01% 802
2024
Q1 		$146K Buy
+7,177
New +$144K ﹤0.01% 770
2023
Q2 		– Sell
-74,090
Closed -$4.83M – 715
2023
Q1 		$4.83M Buy
+74,090
New +$1.48M 0.08% 137
2022
Q3 		– Sell
-7,866
Closed -$166K – 579
2022
Q2 		$166K Sell
7,866
-1,461
-16% -$33.6K ﹤0.01% 599
2022
Q1 		$232K Buy
+9,327
New +$225K 0.01% 540

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

EP Wealth Advisors's SCHH Position: Q2 2026 in Review

EP Wealth Advisors reduced its Schwab US REIT ETF (SCHH) stake by 2.7% in Q2 2026, selling an estimated $54.4K and leaving 84,514 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #572.

EP Wealth Advisors first reported a position in SCHH in Q1 2022 and has held it in 12 quarters since. The position peaked at $4.83M in Q1 2023. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • EP Wealth Advisors held 84,514 shares of Schwab US REIT ETF worth $2M as of Q2 2026.
  • EP Wealth Advisors sold 2,335 Schwab US REIT ETF shares in Q2 2026, an estimated $54.4K.
  • Schwab US REIT ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #572 holding.
  • EP Wealth Advisors first reported a position in Schwab US REIT ETF in Q1 2022 and has held it in 12 quarters since.
  • EP Wealth Advisors's Schwab US REIT ETF position peaked at $4.83M in Q1 2023.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.