FM
SCHH icon

Foster & Motley’s Schwab US REIT ETF SCHH Stock Holding History

Foster & Motley’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 		$21.3M Buy
990,058
+24,363
+3% +$534K 1.1% 18
2025
Q4 		$20.2M Buy
965,695
+4,724
+0.5% +$100K 1.08% 18
2025
Q3 		$20.7M Buy
960,971
+6,352
+0.7% +$135K 1.12% 16
2025
Q2 		$20.2M Buy
954,619
+34,069
+4% +$714K 1.17% 16
2025
Q1 		$19.8M Buy
920,550
+15,884
+2% +$339K 1.25% 14
2024
Q4 		$19.1M Buy
904,666
+6,633
+0.7% +$148K 1.24% 15
2024
Q3 		$20.8M Sell
898,033
-20,140
-2% -$441K 1.32% 13
2024
Q2 		$18.3M Buy
918,173
+16,114
+2% +$314K 1.26% 14
2024
Q1 		$18.3M Buy
902,059
+9,325
+1% +$187K 1.26% 13
2023
Q4 		$18.5M Sell
892,734
-33,100
-4% -$615K 1.37% 12
2023
Q3 		$16.4M Buy
925,834
+4,444
+0.5% +$85.5K 1.35% 11
2023
Q2 		$18M Buy
921,390
+8,107
+0.9% +$155K 1.39% 9
2023
Q1 		$17.8M Buy
913,283
+44,424
+5% +$890K 1.45% 9
2022
Q4 		$16.8M Sell
868,859
-19,942
-2% -$384K 1.43% 8
2022
Q3 		$16.6M Buy
888,801
+27,512
+3% +$595K 1.58% 9
2022
Q2 		$18.2M Buy
861,289
+53,296
+7% +$1.23M 1.6% 11
2022
Q1 		$20.1M Buy
807,993
+25,311
+3% +$611K 1.58% 11
2021
Q4 		$20.6M Buy
782,682
+4,574
+0.6% +$113K 1.6% 11
2021
Q3 		$17.8M Sell
778,108
-14,876
-2% -$355K 1.48% 12
2021
Q2 		$18.2M Sell
792,984
-16,330
-2% -$363K 1.52% 12
2021
Q1 		$16.6M Buy
809,314
+4,216
+0.5% +$82.5K 1.39% 11
2020
Q4 		$15.3M Buy
805,098
+6,728
+0.8% +$124K 1.48% 11
2020
Q3 		$14.1M Sell
798,370
-46,518
-6% -$837K 1.66% 10
2020
Q2 		$14.9M Sell
844,888
-6,130
-0.7% -$106K 1.86% 10
2020
Q1 		$13.9M Buy
851,018
+84,448
+11% +$1.8M 2.08% 10
2019
Q4 		$17.6M Buy
766,570
+18,582
+2% +$433K 2.21% 8
2019
Q3 		$17.6M Buy
747,988
+21,738
+3% +$499K 2.4% 6
2019
Q2 		$16.1M Buy
726,250
+35,924
+5% +$802K 2.26% 7
2019
Q1 		$15.3M Buy
690,326
+48,252
+8% +$1.02M 2.21% 7
2018
Q4 		$12.4M Buy
642,074
+104,810
+20% +$2.14M 1.98% 9
2018
Q3 		$11.2M Buy
537,264
+13,104
+3% +$277K 1.68% 11
2018
Q2 		$10.9M Buy
524,160
+21,626
+4% +$428K 1.75% 10
2018
Q1 		$9.61M Buy
502,534
+21,288
+4% +$410K 1.57% 15
2017
Q4 		$10M Sell
481,246
-6,382
-1% -$133K 1.6% 16
2017
Q3 		$10M Buy
487,628
+17,320
+4% +$357K 1.73% 13
2017
Q2 		$9.69M Buy
470,308
+42,012
+10% +$863K 1.71% 14
2017
Q1 		$8.73M Buy
428,296
+57,442
+15% +$1.18M 1.59% 16
2016
Q4 		$7.61M Buy
370,854
+233,064
+169% +$4.68M 1.46% 20
2016
Q3 		$2.94M Buy
+137,790
New +$3.02M 0.57% 68

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Foster & Motley's SCHH Position: Q1 2026 in Review

Foster & Motley increased its Schwab US REIT ETF (SCHH) stake by 2.5% in Q1 2026, buying an estimated $534K and bringing the position to 990,058 shares worth $21.3M. The position accounts for 1.1% of the portfolio, ranked #18.

Foster & Motley first reported a position in SCHH in Q3 2016 and has held it in 39 quarters since. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Foster & Motley held 990,058 shares of Schwab US REIT ETF worth $21.3M as of Q1 2026.
  • Foster & Motley bought 24,363 Schwab US REIT ETF shares in Q1 2026, an estimated $534K.
  • Schwab US REIT ETF made up 1.1% of Foster & Motley's portfolio in Q1 2026, its #18 holding.
  • Foster & Motley first reported a position in Schwab US REIT ETF in Q3 2016 and has held it in 39 quarters since.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.