EA
SCHH icon

Evolution Advisers’s Schwab US REIT ETF SCHH Stock Holding History

Evolution Advisers’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
Q1 		– Sell
-457
Closed -$9K – 167
2025
Q4 		$9K Buy
+457
New +$9.69K ﹤0.01% 141
2023
Q4 		– Sell
-47
Closed – – 229
2023
Q3 		$0 Buy
47
+17
+57% +$327 ﹤0.01% 162
2023
Q2 		$0 Sell
30
-14
-32% -$268 ﹤0.01% 163
2023
Q1 		$0 Sell
44
-2,446
-98% -$49K ﹤0.01% 156
2022
Q4 		$48K Buy
2,490
+2,460
+8,200% +$47.3K 0.04% 63
2022
Q3 		$0 Hold
30
– – ﹤0.01% 147
2022
Q2 		$0 Hold
30
– – ﹤0.01% 146
2022
Q1 		$0 Buy
30
+8
+36% +$193 ﹤0.01% 163
2021
Q4 		$0 Buy
+22
New +$542 ﹤0.01% 147

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Evolution Advisers's SCHH Position: Q1 2026 in Review

Evolution Advisers sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 457 shares — an estimated $9K sold.

Evolution Advisers first reported a position in SCHH in Q4 2021 and held it in 9 quarters. The position peaked at $48K in Q4 2022. 569 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Evolution Advisers reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Evolution Advisers sold 457 Schwab US REIT ETF shares in Q1 2026, an estimated $9K.
  • Evolution Advisers first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 9 quarters.
  • Evolution Advisers's Schwab US REIT ETF position peaked at $48K in Q4 2022.
  • 569 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.