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Firestone Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Firestone Capital Management’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 		$11.7M Buy
491,986
+15,285
+3% +$356K 2.17% 13
2026
Q1 		$10.2M Buy
476,701
+31,617
+7% +$693K 2.13% 13
2025
Q4 		$9.3M Buy
445,084
+4,189
+1% +$88.8K 1.97% 14
2025
Q3 		$9.51M Buy
440,895
+7,895
+2% +$168K 2.06% 14
2025
Q2 		$9.16M Sell
433,000
-8,824
-2% -$185K 2.16% 14
2025
Q1 		$9.5M Buy
441,824
+591
+0.1% +$12.6K 2.49% 11
2024
Q4 		$9.29M Buy
441,233
+15,983
+4% +$357K 2.31% 14
2024
Q3 		$9.85M Buy
425,250
+980
+0.2% +$21.4K 2.47% 12
2024
Q2 		$8.47M Buy
424,270
+14,401
+4% +$281K 2.31% 14
2024
Q1 		$8.32M Buy
409,869
+7,827
+2% +$157K 2.32% 14
2023
Q4 		$8.33M Sell
402,042
-26,437
-6% -$491K 2.56% 12
2023
Q3 		$7.61M Sell
428,479
-10,607
-2% -$204K 2.6% 11
2023
Q2 		$8.76M Buy
439,086
+639
+0.1% +$12.3K 2.85% 10
2023
Q1 		$8.55M Buy
438,447
+11,072
+3% +$222K 3.08% 10
2022
Q4 		$8.24M Buy
427,375
+76,248
+22% +$1.47M 3.06% 10
2022
Q3 		$6.56M Sell
351,127
-1,648
-0.5% -$35.7K 2.67% 10
2022
Q2 		$7.44M Buy
352,775
+13,574
+4% +$312K 2.89% 10
2022
Q1 		$8.44M Buy
339,201
+3,199
+1% +$77.2K 2.77% 10
2021
Q4 		$8.85M Buy
336,002
+24,822
+8% +$612K 2.79% 10
2021
Q3 		$7.12M Hold
311,180
– – 2.36% 10
2021
Q2 		$7.12M Buy
311,180
+26,378
+9% +$586K 2.57% 9
2021
Q1 		$5.85M Buy
284,802
+12,498
+5% +$244K 2.08% 12
2020
Q4 		$5.17M Buy
272,304
+41,454
+18% +$767K 1.96% 12
2020
Q3 		$4.08M Buy
230,850
+17,384
+8% +$313K 1.83% 15
2020
Q2 		$3.76M Buy
213,466
+14,508
+7% +$252K 1.74% 16
2020
Q1 		$3.26M Buy
198,958
+29,508
+17% +$630K 1.69% 15
2019
Q4 		$3.89M Buy
+169,450
New +$3.95M 1.66% 17

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

Firestone Capital Management's SCHH Position: Q2 2026 in Review

Firestone Capital Management increased its Schwab US REIT ETF (SCHH) stake by 3.2% in Q2 2026, buying an estimated $356K and bringing the position to 491,986 shares worth $11.7M. The position accounts for 2.17% of the portfolio, ranked #13.

Firestone Capital Management first reported a position in SCHH in Q4 2019 and has held it in 27 quarters since. 593 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Firestone Capital Management held 491,986 shares of Schwab US REIT ETF worth $11.7M as of Q2 2026.
  • Firestone Capital Management bought 15,285 Schwab US REIT ETF shares in Q2 2026, an estimated $356K.
  • Schwab US REIT ETF made up 2.17% of Firestone Capital Management's portfolio in Q2 2026, its #13 holding.
  • Firestone Capital Management first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 27 quarters since.
  • 593 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.