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EPIQ Partners’s Schwab US REIT ETF SCHH Stock Holding History

EPIQ Partners’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 		$2.3M Sell
97,151
-222
-0.2% -$5.18K 0.98% 29
2026
Q1 		$2.09M Sell
97,373
-709
-0.7% -$15.5K 0.98% 31
2025
Q4 		$2.05M Sell
98,082
-62,011
-39% -$1.31M 0.96% 30
2025
Q3 		$3.45M Buy
160,093
+11,578
+8% +$247K 1.63% 20
2025
Q2 		$3.14M Buy
148,515
+14,700
+11% +$308K 1.6% 21
2025
Q1 		$2.88M Buy
133,815
+13,200
+11% +$282K 1.52% 22
2024
Q4 		$2.54M Buy
120,615
+69,715
+137% +$1.56M 1.37% 24
2024
Q3 		$1.18M Buy
+50,900
New +$1.11M 0.65% 36

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

EPIQ Partners's SCHH Position: Q2 2026 in Review

EPIQ Partners reduced its Schwab US REIT ETF (SCHH) stake by 0.23% in Q2 2026, selling an estimated $5.18K and leaving 97,151 shares worth $2.3M. The position accounts for 0.98% of the portfolio, ranked #29.

EPIQ Partners first reported a position in SCHH in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.45M in Q3 2025. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • EPIQ Partners held 97,151 shares of Schwab US REIT ETF worth $2.3M as of Q2 2026.
  • EPIQ Partners sold 222 Schwab US REIT ETF shares in Q2 2026, an estimated $5.18K.
  • Schwab US REIT ETF made up 0.98% of EPIQ Partners's portfolio in Q2 2026, its #29 holding.
  • EPIQ Partners first reported a position in Schwab US REIT ETF in Q3 2024 and has held it in 8 quarters since.
  • EPIQ Partners's Schwab US REIT ETF position peaked at $3.45M in Q3 2025.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.