HI
SCHH icon

Harbour Investments’s Schwab US REIT ETF SCHH Stock Holding History

Harbour Investments’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 		$317K Buy
13,371
+2,035
+18% +$47.4K ﹤0.01% 1352
2026
Q1 		$244K Buy
11,336
+8,820
+351% +$193K ﹤0.01% 1422
2025
Q4 		$52.6K Sell
2,516
-641
-20% -$13.6K ﹤0.01% 1946
2025
Q3 		$68.1K Buy
3,157
+515
+19% +$11K ﹤0.01% 1754
2025
Q2 		$55.9K Buy
2,642
+562
+27% +$11.8K ﹤0.01% 1756
2025
Q1 		$44.7K Buy
2,080
+973
+88% +$20.8K ﹤0.01% 1823
2024
Q4 		$23.3K Sell
1,107
-1,534
-58% -$34.3K ﹤0.01% 2055
2024
Q3 		$61.2K Buy
2,641
+616
+30% +$13.5K ﹤0.01% 1560
2024
Q2 		$40.4K Buy
2,025
+144
+8% +$2.81K ﹤0.01% 1659
2024
Q1 		$38.2K Sell
1,881
-1,391
-43% -$27.9K ﹤0.01% 1653
2023
Q4 		$67.8K Sell
3,272
-5,687
-63% -$106K ﹤0.01% 1303
2023
Q3 		$159K Sell
8,959
-50
-0.6% -$962 0.01% 869
2023
Q2 		$176K Buy
9,009
+552
+7% +$10.6K 0.01% 840
2023
Q1 		$165K Buy
8,457
+502
+6% +$10.1K 0.01% 838
2022
Q4 		$153K Buy
7,955
+246
+3% +$4.73K 0.01% 836
2022
Q3 		$163K Hold
7,709
– – 0.01% 777
2022
Q2 		$163K Buy
+7,709
New +$177K 0.01% 777
2021
Q4 		$251K Sell
9,528
-9,426
-50% -$232K 0.01% 636
2021
Q3 		$433K Sell
18,954
-131,158
-87% -$3.13M 0.01% 697
2021
Q2 		$3.44M Buy
150,112
+132,382
+747% +$2.94M 0.11% 171
2021
Q1 		$364K Buy
+17,730
New +$347K 0.01% 729

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

Harbour Investments's SCHH Position: Q2 2026 in Review

Harbour Investments increased its Schwab US REIT ETF (SCHH) stake by 18% in Q2 2026, buying an estimated $47.4K and bringing the position to 13,371 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Harbour Investments first reported a position in SCHH in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.44M in Q2 2021. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Harbour Investments held 13,371 shares of Schwab US REIT ETF worth $317K as of Q2 2026.
  • Harbour Investments bought 2,035 Schwab US REIT ETF shares in Q2 2026, an estimated $47.4K.
  • Schwab US REIT ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1352 holding.
  • Harbour Investments first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Schwab US REIT ETF position peaked at $3.44M in Q2 2021.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.