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Fiducient Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Fiducient 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
Q1 		– Sell
-101,312
Closed -$2.12M – 163
2025
Q4 		$2.12M Buy
+101,312
New +$2.15M 0.26% 58
2022
Q2 		– Sell
-16,292
Closed -$406K – 85
2022
Q1 		$406K Sell
16,292
-95,800
-85% -$2.31M 0.15% 40
2021
Q4 		$2.95M Sell
112,092
-1,930
-2% -$47.6K 0.9% 13
2021
Q3 		$2.6M Buy
114,022
+2,442
+2% +$58.2K 0.79% 16
2021
Q2 		$2.56M Sell
111,580
-3,426
-3% -$76.2K 0.79% 15
2021
Q1 		$2.36M Buy
115,006
+5,576
+5% +$109K 0.76% 16
2020
Q4 		$2.08M Buy
109,430
+18,864
+21% +$349K 0.77% 14
2020
Q3 		$1.6M Sell
90,566
-3,414
-4% -$61.4K 0.9% 10
2020
Q2 		$1.66M Buy
93,980
+2,104
+2% +$36.5K 1% 9
2020
Q1 		$1.5M Buy
91,876
+4,142
+5% +$88.4K 0.89% 11
2019
Q4 		$2.02M Buy
87,734
+21,806
+33% +$508K 1.1% 9
2019
Q3 		$1.55M Sell
65,928
-2,670
-4% -$61.2K 0.89% 10
2019
Q2 		$1.52M Buy
68,598
+18,192
+36% +$406K 0.91% 10
2019
Q1 		$1.12M Buy
+50,406
New +$1.07M 0.55% 14

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

Fiducient Advisors's SCHH Position: Q1 2026 in Review

Fiducient Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 101,312 shares — an estimated $2.12M sold.

Fiducient Advisors first reported a position in SCHH in Q1 2019 and held it in 14 quarters. The position peaked at $2.95M in Q4 2021. 567 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Fiducient Advisors reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Fiducient Advisors sold 101,312 Schwab US REIT ETF shares in Q1 2026, an estimated $2.12M.
  • Fiducient Advisors first reported a position in Schwab US REIT ETF in Q1 2019 and held it in 14 quarters.
  • Fiducient Advisors's Schwab US REIT ETF position peaked at $2.95M in Q4 2021.
  • 567 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.