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Greenleaf Trust’s Schwab US REIT ETF SCHH Stock Holding History

Greenleaf Trust’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 		$207K Buy
+8,739
New +$204K ﹤0.01% 829
2025
Q2 		– Sell
-57,386
Closed -$1.23M – 838
2025
Q1 		$1.23M Hold
57,386
– – 0.01% 276
2024
Q4 		$1.21M Hold
57,386
– – 0.01% 283
2024
Q3 		$1.33M Sell
57,386
-670
-1% -$14.7K 0.01% 277
2024
Q2 		$1.16M Hold
58,056
– – 0.01% 276
2024
Q1 		$1.18M Hold
58,056
– – 0.01% 272
2023
Q4 		$1.2M Hold
58,056
– – 0.01% 258
2023
Q3 		$1.03M Hold
58,056
– – 0.01% 269
2023
Q2 		$1.13M Hold
58,056
– – 0.01% 246
2023
Q1 		$1.13M Hold
58,056
– – 0.01% 255
2022
Q4 		$1.12M Buy
58,056
+3,745
+7% +$72.1K 0.01% 245
2022
Q3 		$1.01M Hold
54,311
– – 0.02% 240
2022
Q2 		$1.15M Buy
54,311
+13,480
+33% +$310K 0.02% 215
2022
Q1 		$1.02M Buy
40,831
+11,695
+40% +$282K 0.01% 248
2021
Q4 		$768K Hold
29,136
– – 0.01% 306
2021
Q3 		$665K Sell
29,136
-2,636
-8% -$62.8K 0.01% 321
2021
Q2 		$727K Sell
31,772
-1,840
-5% -$40.9K 0.01% 304
2021
Q1 		$691K Buy
33,612
+1,480
+5% +$28.9K 0.01% 296
2020
Q4 		$610K Buy
32,132
+1,428
+5% +$26.4K 0.01% 283
2020
Q3 		$543K Buy
30,704
+2,178
+8% +$39.2K 0.01% 268
2020
Q2 		$502K Buy
28,526
+4,246
+17% +$73.7K 0.01% 269
2020
Q1 		$397K Sell
24,280
-162
-0.7% -$3.46K 0.01% 284
2019
Q4 		$562K Buy
24,442
+1,690
+7% +$39.4K 0.01% 273
2019
Q3 		$537K Sell
22,752
-1,182
-5% -$27.1K 0.01% 270
2019
Q2 		$532K Hold
23,934
– – 0.01% 272
2019
Q1 		$532K Buy
+23,934
New +$508K 0.01% 258

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

Greenleaf Trust's SCHH Position: Q2 2026 in Review

Greenleaf Trust opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 8,739 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in SCHH as recently as Q1 2025.

Greenleaf Trust first reported a position in SCHH in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.33M in Q3 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Greenleaf Trust held 8,739 shares of Schwab US REIT ETF worth $207K as of Q2 2026.
  • Schwab US REIT ETF was a new Greenleaf Trust position in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #829 holding.
  • Greenleaf Trust first reported a position in Schwab US REIT ETF in Q1 2019 and has held it in 26 quarters since.
  • Greenleaf Trust's Schwab US REIT ETF position peaked at $1.33M in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.