Fund Evaluation Group’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $927K | Sell |
39,129
-915
| -2% | -$21.3K | 0.03% | 58 |
|
|
2026
Q1 | $861K | Buy |
40,044
+3,730
| +10% | +$81.8K | 0.03% | 56 |
|
|
2025
Q4 | $759K | Sell |
36,314
-995
| -3% | -$21.1K | 0.03% | 46 |
|
|
2025
Q3 | $805K | Sell |
37,309
-985
| -3% | -$21K | 0.03% | 57 |
|
|
2025
Q2 | $810K | Buy |
+38,294
| New | +$802K | 0.03% | 59 |
|
|
2024
Q3 | – | Sell |
-449,488
| Closed | -$8.98M | – | 36 |
|
|
2024
Q2 | $8.98M | Sell |
449,488
-843
| -0.2% | -$16.4K | 0.55% | 17 |
|
|
2024
Q1 | $9.15M | Buy |
450,331
+3
| +0% | +$60 | 0.57% | 15 |
|
|
2023
Q4 | $9.33M | Buy |
450,328
+234
| +0.1% | +$4.35K | 0.68% | 15 |
|
|
2023
Q3 | $7.99M | Buy |
450,094
+6
| +0% | +$115 | 0.71% | 16 |
|
|
2023
Q2 | $8.79M | Hold |
450,088
| – | – | 0.81% | 12 |
|
|
2023
Q1 | $8.78M | Hold |
450,088
| – | – | 0.95% | 10 |
|
|
2022
Q4 | $8.68M | Hold |
450,088
| – | – | 1.11% | 9 |
|
|
2022
Q3 | $8.41M | Buy |
450,088
+44
| +0% | +$952 | 1.02% | 12 |
|
|
2022
Q2 | $9.49M | Hold |
450,044
| – | – | 1.21% | 12 |
|
|
2022
Q1 | $11.2M | Buy |
+450,044
| New | +$10.9M | 0.78% | 12 |
|
|
2021
Q2 | – | Sell |
-399,104
| Closed | -$8.2M | – | 31 |
|
|
2021
Q1 | $8.2M | Hold |
399,104
| – | – | 0.9% | 9 |
|
|
2020
Q4 | $7.6M | Hold |
399,104
| – | – | 0.89% | 9 |
|
|
2020
Q3 | $7.06M | Sell |
399,104
-37,666
| -9% | -$678K | 0.88% | 11 |
|
|
2020
Q2 | $7.24M | Sell |
436,770
-1,412,274
| -76% | -$24.5M | 1% | 9 |
|
|
2020
Q1 | $30.3M | Buy |
1,849,044
+151,208
| +9% | +$3.23M | 5.11% | 4 |
|
|
2019
Q4 | $39M | Sell |
1,697,836
-100,730
| -6% | -$2.35M | 6.37% | 4 |
|
|
2019
Q3 | $42.4M | Sell |
1,798,566
-1,180,284
| -40% | -$27.1M | 7.9% | 4 |
|
|
2019
Q2 | $66.2M | Buy |
2,978,850
+24,524
| +0.8% | +$547K | 11.17% | 3 |
|
|
2019
Q1 | $65.6M | Sell |
2,954,326
-41,026
| -1% | -$871K | 12.45% | 3 |
|
|
2018
Q4 | $57.7M | Buy |
2,995,352
+48,262
| +2% | +$985K | 14.37% | 3 |
|
|
2018
Q3 | $61.5M | Sell |
2,947,090
-320,274
| -10% | -$6.77M | 10.15% | 3 |
|
|
2018
Q2 | $68.3M | Sell |
3,267,364
-285,946
| -8% | -$5.66M | 10.86% | 3 |
|
|
2018
Q1 | $68M | Buy |
3,553,310
+529,844
| +18% | +$10.2M | 7.57% | 4 |
|
|
2017
Q4 | $62.9M | Sell |
3,023,466
-91,006
| -3% | -$1.89M | 6.78% | 4 |
|
|
2017
Q3 | $64M | Sell |
3,114,472
-197,468
| -6% | -$4.07M | 10.25% | 3 |
|
|
2017
Q2 | $68.2M | Buy |
+3,311,940
| New | +$68.1M | 9.22% | 5 |
|
Other funds holding SCHH
DI
BEI
Fund Evaluation Group's SCHH Position: Q2 2026 in Review
Fund Evaluation Group reduced its Schwab US REIT ETF (SCHH) stake by 2.3% in Q2 2026, selling an estimated $21.3K and leaving 39,129 shares worth $927K. The position accounts for 0.03% of the portfolio, ranked #58.
Fund Evaluation Group first reported a position in SCHH in Q2 2017 and has held it in 31 quarters since. The position peaked at $68.3M in Q2 2018. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.
- Fund Evaluation Group held 39,129 shares of Schwab US REIT ETF worth $927K as of Q2 2026.
- Fund Evaluation Group sold 915 Schwab US REIT ETF shares in Q2 2026, an estimated $21.3K.
- Schwab US REIT ETF made up 0.03% of Fund Evaluation Group's portfolio in Q2 2026, its #58 holding.
- Fund Evaluation Group first reported a position in Schwab US REIT ETF in Q2 2017 and has held it in 31 quarters since.
- Fund Evaluation Group's Schwab US REIT ETF position peaked at $68.3M in Q2 2018.
- 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.
Based on Fund Evaluation Group's 13F filing for Q2 2026, filed 7 Aug 2026.