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Focus Financial Network’s Schwab US REIT ETF SCHH Stock Holding History

Focus Financial Network’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 		$732K Buy
30,910
+1,741
+6% +$40.6K 0.02% 405
2026
Q1 		$627K Sell
29,169
-1,764
-6% -$38.7K 0.02% 411
2025
Q4 		$646K Sell
30,933
-1,303
-4% -$27.6K 0.02% 403
2025
Q3 		$695K Sell
32,236
-928
-3% -$19.8K 0.02% 383
2025
Q2 		$702K Sell
33,164
-1,697
-5% -$35.6K 0.03% 362
2025
Q1 		$750K Sell
34,861
-886
-2% -$18.9K 0.03% 335
2024
Q4 		$753K Sell
35,747
-1,309
-4% -$29.3K 0.03% 328
2024
Q3 		$859K Buy
37,056
+97
+0.3% +$2.12K 0.04% 296
2024
Q2 		$789K Buy
36,959
+755
+2% +$14.7K 0.03% 301
2024
Q1 		$672K Buy
36,204
+105
+0.3% +$2.1K 0.03% 313
2023
Q4 		$748K Sell
36,099
-8,815
-20% -$164K 0.03% 371
2023
Q3 		$797K Sell
44,914
-1,071
-2% -$20.6K 0.05% 272
2023
Q2 		$898K Buy
45,985
+2,413
+6% +$46.3K 0.05% 251
2023
Q1 		$850K Buy
43,572
+318
+0.7% +$6.37K 0.05% 259
2022
Q4 		$834K Sell
43,254
-1,119
-3% -$21.5K 0.07% 211
2022
Q3 		$829K Buy
44,373
+3,481
+9% +$75.3K 0.07% 202
2022
Q2 		$862K Sell
40,892
-13
-0% -$299 0.07% 213
2022
Q1 		$1.02M Buy
+40,905
New +$987K 0.07% 194
2021
Q1 		– Sell
-40,258
Closed -$767K – 515
2020
Q4 		$767K Sell
40,258
-4,442
-10% -$82.2K 0.07% 214
2020
Q3 		$791K Sell
44,700
-14,344
-24% -$258K 0.07% 206
2020
Q2 		$1.04M Sell
59,044
-15,692
-21% -$272K 0.12% 159
2020
Q1 		$1.22M Sell
74,736
-10,162
-12% -$217K 0.16% 123
2019
Q4 		$1.95M Sell
84,898
-8,238
-9% -$192K 0.24% 93
2019
Q3 		$2.2M Sell
93,136
-10,478
-10% -$240K 0.3% 66
2019
Q2 		$2.32M Buy
103,614
+382
+0.4% +$8.52K 0.34% 60
2019
Q1 		$2.29M Buy
+103,232
New +$2.19M 0.37% 58

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

Focus Financial Network's SCHH Position: Q2 2026 in Review

Focus Financial Network increased its Schwab US REIT ETF (SCHH) stake by 6% in Q2 2026, buying an estimated $40.6K and bringing the position to 30,910 shares worth $732K. The position accounts for 0.02% of the portfolio, ranked #405.

Focus Financial Network first reported a position in SCHH in Q1 2019 and has held it in 26 quarters since. The position peaked at $2.32M in Q2 2019. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Focus Financial Network held 30,910 shares of Schwab US REIT ETF worth $732K as of Q2 2026.
  • Focus Financial Network bought 1,741 Schwab US REIT ETF shares in Q2 2026, an estimated $40.6K.
  • Schwab US REIT ETF made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #405 holding.
  • Focus Financial Network first reported a position in Schwab US REIT ETF in Q1 2019 and has held it in 26 quarters since.
  • Focus Financial Network's Schwab US REIT ETF position peaked at $2.32M in Q2 2019.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.