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Flagship Harbor Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Flagship Harbor 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
-1,266
Closed -$26.5K – 1911
2025
Q4 		$26.5K Buy
+1,266
New +$26.8K ﹤0.01% 1247
2020
Q1 		– Sell
-24
Closed -$1K – 1952
2019
Q4 		$1K Sell
24
-24
-50% -$559 ﹤0.01% 1821
2019
Q3 		$1K Hold
48
– – ﹤0.01% 1782
2019
Q2 		$1K Hold
48
– – ﹤0.01% 1802
2019
Q1 		$1K Hold
48
– – ﹤0.01% 1779
2018
Q4 		$0 Buy
48
+24
+100% +$490 ﹤0.01% 2062
2018
Q3 		$0 Hold
24
– – ﹤0.01% 2129
2018
Q2 		$0 Buy
+24
New +$475 ﹤0.01% 2064

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 22.9% 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

Flagship Harbor Advisors's SCHH Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 1,266 shares — an estimated $26.5K sold.

Flagship Harbor Advisors first reported a position in SCHH in Q2 2018 and held it in 8 quarters. The position peaked at $26.5K in Q4 2025. 570 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 1,266 Schwab US REIT ETF shares in Q1 2026, an estimated $26.5K.
  • Flagship Harbor Advisors first reported a position in Schwab US REIT ETF in Q2 2018 and held it in 8 quarters.
  • Flagship Harbor Advisors's Schwab US REIT ETF position peaked at $26.5K in Q4 2025.
  • 570 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.