Gradient Capital Advisors’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 | $945K | Buy |
39,899
+18
| +0% | +$420 | 0.22% | 77 |
|
|
2026
Q1 | $857K | Sell |
39,881
-1,896
| -5% | -$41.6K | 0.22% | 75 |
|
|
2025
Q4 | $873K | Sell |
41,777
-238
| -0.6% | -$5.05K | 0.22% | 75 |
|
|
2025
Q3 | $906K | Sell |
42,015
-1,032
| -2% | -$22K | 0.24% | 71 |
|
|
2025
Q2 | $911K | Sell |
43,047
-261
| -0.6% | -$5.47K | 0.27% | 65 |
|
|
2025
Q1 | $932K | Buy |
43,308
+198
| +0.5% | +$4.23K | 0.3% | 62 |
|
|
2024
Q4 | $908K | Sell |
43,110
-527
| -1% | -$11.8K | 0.29% | 63 |
|
|
2024
Q3 | $1.01M | Sell |
43,637
-1,431
| -3% | -$31.3K | 0.33% | 61 |
|
|
2024
Q2 | $900K | Buy |
45,068
+441
| +1% | +$8.6K | 0.32% | 63 |
|
|
2024
Q1 | $906K | Sell |
44,627
-1,844
| -4% | -$37K | 0.33% | 66 |
|
|
2023
Q4 | $962K | Sell |
46,471
-1,898
| -4% | -$35.3K | 0.37% | 62 |
|
|
2023
Q3 | $859K | Sell |
48,369
-4,604
| -9% | -$88.6K | 0.36% | 63 |
|
|
2023
Q2 | $1.03M | Sell |
52,973
-3,889
| -7% | -$74.6K | 0.41% | 50 |
|
|
2023
Q1 | $1.11M | Sell |
56,862
-3,348
| -6% | -$67.1K | 0.47% | 48 |
|
|
2022
Q4 | $1.16M | Sell |
60,210
-3,561
| -6% | -$68.5K | 0.53% | 45 |
|
|
2022
Q3 | $1.19M | Sell |
63,771
-27,711
| -30% | -$600K | 0.57% | 41 |
|
|
2022
Q2 | $1.93M | Sell |
91,482
-38,442
| -30% | -$885K | 0.93% | 28 |
|
|
2022
Q1 | $3.23M | Sell |
129,924
-20,224
| -13% | -$488K | 1.37% | 18 |
|
|
2021
Q4 | $3.96M | Buy |
150,148
+652
| +0.4% | +$16.1K | 1.65% | 13 |
|
|
2021
Q3 | $3.41M | Sell |
149,496
-154
| -0.1% | -$3.67K | 1.57% | 16 |
|
|
2021
Q2 | $3.43M | Buy |
149,650
+11,834
| +9% | +$263K | 1.61% | 15 |
|
|
2021
Q1 | $2.83M | Buy |
137,816
+14,296
| +12% | +$280K | 1.5% | 18 |
|
|
2020
Q4 | $2.35M | Buy |
123,520
+5,398
| +5% | +$99.9K | 1.34% | 22 |
|
|
2020
Q3 | $2.09M | Buy |
118,122
+6,160
| +6% | +$111K | 1.3% | 23 |
|
|
2020
Q2 | $1.97M | Buy |
111,962
+6,758
| +6% | +$117K | 1.33% | 21 |
|
|
2020
Q1 | $1.72M | Sell |
105,204
-10,852
| -9% | -$232K | 1.39% | 19 |
|
|
2019
Q4 | $2.67M | Buy |
116,056
+1,744
| +2% | +$40.6K | 1.86% | 14 |
|
|
2019
Q3 | $2.7M | Sell |
114,312
-514
| -0.4% | -$11.8K | 2.01% | 13 |
|
|
2019
Q2 | $2.55M | Buy |
114,826
+6,562
| +6% | +$146K | 1.96% | 13 |
|
|
2019
Q1 | $2.4M | Buy |
108,264
+5,580
| +5% | +$118K | 1.92% | 13 |
|
|
2018
Q4 | $1.98M | Buy |
102,684
+9,344
| +10% | +$191K | 1.71% | 17 |
|
|
2018
Q3 | $1.95M | Buy |
93,340
+7,240
| +8% | +$153K | 1.64% | 15 |
|
|
2018
Q2 | $1.8M | Buy |
86,100
+2,018
| +2% | +$39.9K | 1.67% | 16 |
|
|
2018
Q1 | $1.61M | Buy |
84,082
+14,926
| +22% | +$288K | 1.61% | 16 |
|
|
2017
Q4 | $1.44M | Buy |
+69,156
| New | +$1.44M | 1.47% | 17 |
|
Other funds holding SCHH
DI
BEI
Gradient Capital Advisors's SCHH Position: Q2 2026 in Review
Gradient Capital Advisors increased its Schwab US REIT ETF (SCHH) stake by 0.05% in Q2 2026, buying an estimated $420 and bringing the position to 39,899 shares worth $945K. The position accounts for 0.22% of the portfolio, ranked #77.
Gradient Capital Advisors first reported a position in SCHH in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.96M in Q4 2021. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.
- Gradient Capital Advisors held 39,899 shares of Schwab US REIT ETF worth $945K as of Q2 2026.
- Gradient Capital Advisors bought 18 Schwab US REIT ETF shares in Q2 2026, an estimated $420.
- Schwab US REIT ETF made up 0.22% of Gradient Capital Advisors's portfolio in Q2 2026, its #77 holding.
- Gradient Capital Advisors first reported a position in Schwab US REIT ETF in Q4 2017 and has held it in 35 quarters since.
- Gradient Capital Advisors's Schwab US REIT ETF position peaked at $3.96M in Q4 2021.
- 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.