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Focus Partners Advisor Solutions’s Schwab US REIT ETF SCHH Stock Holding History

Focus Partners Advisor Solutions’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 		$788K Buy
33,287
+18,539
+126% +$432K 0.01% 654
2026
Q1 		$317K Sell
14,748
-4,737
-24% -$104K ﹤0.01% 947
2025
Q4 		$407K Sell
19,485
-25,118
-56% -$533K 0.01% 786
2025
Q3 		$954K Buy
44,603
+13,453
+43% +$287K 0.01% 543
2025
Q2 		$659K Sell
31,150
-4,092
-12% -$85.7K 0.01% 586
2025
Q1 		$758K Buy
35,242
+3,927
+13% +$83.9K 0.01% 450
2024
Q4 		$660K Buy
31,315
+2,188
+8% +$48.9K 0.01% 413
2024
Q3 		$675K Buy
29,127
+10,577
+57% +$231K 0.01% 381
2024
Q2 		$370K Sell
18,550
-128
-0.7% -$2.5K 0.01% 443
2024
Q1 		$379K Buy
18,678
+6,621
+55% +$133K 0.01% 412
2023
Q4 		$250K Sell
12,057
-1,305
-10% -$24.3K 0.01% 360
2023
Q3 		$237K Buy
13,362
+1,250
+10% +$24.1K 0.01% 392
2023
Q2 		$237K Sell
12,112
-1,512
-11% -$29K 0.01% 334
2023
Q1 		$266K Sell
13,624
-56,446
-81% -$1.13M 0.02% 291
2022
Q4 		$1.35M Sell
70,070
-14,173
-17% -$273K 0.1% 106
2022
Q3 		$1.57M Buy
84,243
+55,594
+194% +$1.2M 0.09% 107
2022
Q2 		$604K Buy
+28,649
New +$659K 0.05% 166

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 Partners Advisor Solutions's SCHH Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Schwab US REIT ETF (SCHH) stake by 126% in Q2 2026, buying an estimated $432K and bringing the position to 33,287 shares worth $788K. The position accounts for 0.01% of the portfolio, ranked #654.

Focus Partners Advisor Solutions first reported a position in SCHH in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.57M in Q3 2022. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Focus Partners Advisor Solutions held 33,287 shares of Schwab US REIT ETF worth $788K as of Q2 2026.
  • Focus Partners Advisor Solutions bought 18,539 Schwab US REIT ETF shares in Q2 2026, an estimated $432K.
  • Schwab US REIT ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #654 holding.
  • Focus Partners Advisor Solutions first reported a position in Schwab US REIT ETF in Q2 2022 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's Schwab US REIT ETF position peaked at $1.57M in Q3 2022.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.