Focus Partners Wealth
SCHH icon

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

Focus Partners Wealth’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 		$9.36M Buy
395,395
+35,433
+10% +$826K 0.01% 741
2026
Q1 		$7.74M Sell
359,962
-5,001
-1% -$110K 0.01% 802
2025
Q4 		$7.63M Buy
364,963
+22,058
+6% +$468K 0.01% 797
2025
Q3 		$7.4M Sell
342,905
-217,273
-39% -$4.63M 0.01% 643
2025
Q2 		$11.9M Buy
560,178
+251,449
+81% +$5.27M 0.03% 462
2025
Q1 		$6.64M Sell
308,729
-1,379
-0.4% -$29.5K 0.02% 551
2024
Q4 		$6.53M Buy
310,108
+145,428
+88% +$3.25M 0.02% 553
2024
Q3 		$3.82M Sell
164,680
-7,154
-4% -$157K 0.01% 622
2024
Q2 		$3.43M Buy
171,834
+94,751
+123% +$1.85M 0.01% 563
2024
Q1 		$1.56M Buy
77,083
+5,809
+8% +$116K 0.01% 525
2023
Q4 		$1.48M Buy
+71,274
New +$1.32M 0.02% 394

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 Wealth's SCHH Position: Q2 2026 in Review

Focus Partners Wealth increased its Schwab US REIT ETF (SCHH) stake by 9.8% in Q2 2026, buying an estimated $826K and bringing the position to 395,395 shares worth $9.36M. The position accounts for 0.01% of the portfolio, ranked #741.

Focus Partners Wealth first reported a position in SCHH in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.9M in Q2 2025. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Focus Partners Wealth held 395,395 shares of Schwab US REIT ETF worth $9.36M as of Q2 2026.
  • Focus Partners Wealth bought 35,433 Schwab US REIT ETF shares in Q2 2026, an estimated $826K.
  • Schwab US REIT ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #741 holding.
  • Focus Partners Wealth first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Schwab US REIT ETF position peaked at $11.9M in Q2 2025.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.