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Global Retirement Partners’s Schwab US REIT ETF SCHH Stock Holding History

Global Retirement Partners’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 		$82.3K Buy
+3,477
New +$81.1K ﹤0.01% 2194
2025
Q4 		$72.3K Sell
3,461
-73
-2% -$1.55K ﹤0.01% 2114
2025
Q3 		$76.2K Buy
3,534
+80
+2% +$1.71K ﹤0.01% 1663
2025
Q2 		$73.1K Buy
+3,454
New +$72.4K ﹤0.01% 1580
2024
Q4 		$125K Sell
5,947
-3,579
-38% -$80K ﹤0.01% 1164
2024
Q3 		$221K Sell
9,526
-1,879
-16% -$41.1K 0.01% 879
2024
Q2 		$228K Buy
11,405
+123
+1% +$2.4K 0.01% 838
2024
Q1 		$229K Sell
11,282
-717
-6% -$14.4K 0.01% 745
2023
Q4 		$245K Buy
11,999
+1,464
+14% +$27.2K 0.01% 680
2023
Q3 		$182K Buy
10,535
+1,499
+17% +$28.8K 0.01% 700
2023
Q2 		$176K Sell
9,036
-3,950
-30% -$75.7K 0.01% 735
2023
Q1 		$247K Buy
12,986
+961
+8% +$19.2K 0.01% 596
2022
Q4 		$232K Buy
12,025
+1,141
+10% +$22K 0.02% 562
2022
Q3 		$210K Buy
10,884
+17
+0.2% +$368 0.02% 552
2022
Q2 		$229K Buy
10,867
+1,873
+21% +$43.1K 0.02% 520
2022
Q1 		$201K Sell
8,994
-1,420
-14% -$34.3K 0.02% 551
2021
Q4 		$274K Buy
10,414
+70
+0.7% +$1.73K 0.21% 42
2021
Q3 		$236K Buy
10,344
+768
+8% +$18.3K 0.02% 437
2021
Q2 		$219K Buy
9,576
+6,048
+171% +$134K 0.02% 434
2021
Q1 		$72K Buy
3,528
+2,706
+329% +$52.9K 0.01% 657
2020
Q4 		$16K Sell
822
-1,988
-71% -$36.8K ﹤0.01% 1117
2020
Q3 		$50K Buy
2,810
+296
+12% +$5.33K 0.01% 643
2020
Q2 		$44K Sell
2,514
-2,710
-52% -$47.1K 0.01% 675
2020
Q1 		$86K Buy
+5,224
New +$111K 0.02% 460
2019
Q1 		– Sell
-2,206
Closed -$42K – 1561
2018
Q4 		$42K Buy
2,206
+1,870
+557% +$38.2K 0.01% 540
2018
Q3 		$7K Buy
+336
New +$7.1K ﹤0.01% 1146
2018
Q2 		– Sell
-530
Closed -$10K – 1567
2018
Q1 		$10K Sell
530
-48
-8% -$925 ﹤0.01% 976
2017
Q4 		$12K Buy
578
+48
+9% +$998 ﹤0.01% 855
2017
Q3 		$11K Buy
530
+240
+83% +$4.95K ﹤0.01% 809
2017
Q2 		$6K Buy
+290
New +$5.96K ﹤0.01% 914

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 22.9% 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

Global Retirement Partners's SCHH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 3,477 shares worth $82.3K. The stake represents ﹤0.01% of the portfolio and ranks #2194 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SCHH as recently as Q4 2025.

Global Retirement Partners first reported a position in SCHH in Q2 2017 and has held it in 30 quarters since. The position peaked at $274K in Q4 2021. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Global Retirement Partners held 3,477 shares of Schwab US REIT ETF worth $82.3K as of Q2 2026.
  • Schwab US REIT ETF was a new Global Retirement Partners position in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2194 holding.
  • Global Retirement Partners first reported a position in Schwab US REIT ETF in Q2 2017 and has held it in 30 quarters since.
  • Global Retirement Partners's Schwab US REIT ETF position peaked at $274K in Q4 2021.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.