Hamilton Point Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Hamilton Point Investment Advisors’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	$4.36K	Hold	184	–	–	﹤0.01%	192
2026 Q1	$3.95K	Hold	184	–	–	﹤0.01%	183
2025 Q4	$3.84K	Hold	184	–	–	﹤0.01%	186
2025 Q3	$3.97K	Hold	184	–	–	﹤0.01%	159
2025 Q2	$3.89K	Hold	184	–	–	﹤0.01%	157
2025 Q1	$3.96K	Hold	184	–	–	﹤0.01%	152
2024 Q4	$3.88K	Hold	184	–	–	﹤0.01%	158
2024 Q3	$4.26K	Hold	184	–	–	﹤0.01%	157
2024 Q2	$3.71K	Hold	184	–	–	﹤0.01%	143
2024 Q1	$3.73K	Hold	184	–	–	﹤0.01%	148
2023 Q4	$3.81K	Buy	+184	New	+$3.42K	﹤0.01%	151

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Hamilton Point Investment Advisors's SCHH Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 184 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Hamilton Point Investment Advisors first reported a position in SCHH in Q4 2023 and has held it in 11 quarters since. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Hamilton Point Investment Advisors held 184 shares of Schwab US REIT ETF worth $4.36K as of Q2 2026.
Hamilton Point Investment Advisors left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up ﹤0.01% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #192 holding.
Hamilton Point Investment Advisors first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 11 quarters since.
597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.