HBK Sorce Advisory’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
Q1 | $455K | Buy |
19,341
+2,140
| +12% | +$46.9K | 0.01% | 394 |
|
|
2025
Q4 | $378K | Sell |
17,201
-2,486
| -13% | -$52.7K | 0.01% | 427 |
|
|
2025
Q3 | $423K | Buy |
19,687
+418
| +2% | +$8.91K | 0.01% | 388 |
|
|
2025
Q2 | $408K | Sell |
19,269
-20,226
| -51% | -$424K | 0.01% | 385 |
|
|
2025
Q1 | $850K | Sell |
39,495
-6,951
| -15% | -$149K | 0.02% | 236 |
|
|
2024
Q4 | $978K | Sell |
46,446
-5,146
| -10% | -$115K | 0.03% | 214 |
|
|
2024
Q3 | $1.2M | Sell |
51,592
-272
| -0.5% | -$5.95K | 0.04% | 194 |
|
|
2024
Q2 | $1.04M | Sell |
51,864
-3,018
| -5% | -$58.9K | 0.04% | 207 |
|
|
2024
Q1 | $1.11M | Sell |
54,882
-196
| -0.4% | -$3.93K | 0.04% | 201 |
|
|
2023
Q4 | $1.14M | Sell |
55,078
-2,309
| -4% | -$42.9K | 0.04% | 187 |
|
|
2023
Q3 | $1.02M | Sell |
57,387
-2,907
| -5% | -$55.9K | 0.04% | 196 |
|
|
2023
Q2 | $1.18M | Sell |
60,294
-45,475
| -43% | -$872K | 0.05% | 179 |
|
|
2023
Q1 | $2.06M | Sell |
105,769
-129,089
| -55% | -$2.59M | 0.09% | 137 |
|
|
2022
Q4 | $4.53M | Buy |
234,858
+59,392
| +34% | +$1.14M | 0.12% | 116 |
|
|
2022
Q3 | $3.28M | Sell |
175,466
-2,445
| -1% | -$52.9K | 0.22% | 70 |
|
|
2022
Q2 | $3.75M | Sell |
177,911
-8,618
| -5% | -$198K | 0.28% | 51 |
|
|
2022
Q1 | $4.64M | Sell |
186,529
-6,875
| -4% | -$166K | 0.25% | 57 |
|
|
2021
Q4 | $5.09M | Sell |
193,404
-14,898
| -7% | -$367K | 0.26% | 55 |
|
|
2021
Q3 | $4.76M | Sell |
208,302
-16,260
| -7% | -$388K | 0.26% | 53 |
|
|
2021
Q2 | $5.14M | Sell |
224,562
-78,770
| -26% | -$1.75M | 0.28% | 49 |
|
|
2021
Q1 | $6.23M | Sell |
303,332
-23,112
| -7% | -$452K | 0.37% | 36 |
|
|
2020
Q4 | $6.2M | Buy |
326,444
+29,282
| +10% | +$542K | 0.38% | 29 |
|
|
2020
Q3 | $5.25M | Sell |
297,162
-74,454
| -20% | -$1.34M | 0.37% | 34 |
|
|
2020
Q2 | $6.54M | Sell |
371,616
-19,902
| -5% | -$346K | 0.48% | 30 |
|
|
2020
Q1 | $6.41M | Sell |
391,518
-5,456
| -1% | -$116K | 0.62% | 26 |
|
|
2019
Q4 | $9.12M | Sell |
396,974
-4,270
| -1% | -$99.5K | 0.8% | 22 |
|
|
2019
Q3 | $9.46M | Buy |
401,244
+12,242
| +3% | +$281K | 0.9% | 20 |
|
|
2019
Q2 | $8.64M | Sell |
389,002
-806
| -0.2% | -$18K | 0.83% | 22 |
|
|
2019
Q1 | $8.66M | Sell |
389,808
-29,296
| -7% | -$622K | 0.86% | 21 |
|
|
2018
Q4 | $8.07M | Buy |
419,104
+230,688
| +122% | +$4.71M | 0.92% | 21 |
|
|
2018
Q3 | $3.93M | Buy |
188,416
+10,906
| +6% | +$231K | 0.44% | 39 |
|
|
2018
Q2 | $3.71M | Buy |
177,510
+18,248
| +11% | +$361K | 0.43% | 46 |
|
|
2018
Q1 | $3.05M | Buy |
159,262
+6,808
| +4% | +$131K | 0.38% | 51 |
|
|
2017
Q4 | $3.17M | Buy |
+152,454
| New | +$3.17M | 0.37% | 48 |
|
Other funds holding SCHH
DI
BEI
HBK Sorce Advisory's SCHH Position: Q1 2026 in Review
HBK Sorce Advisory increased its Schwab US REIT ETF (SCHH) stake by 12% in Q1 2026, buying an estimated $46.9K and bringing the position to 19,341 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #394.
HBK Sorce Advisory first reported a position in SCHH in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.46M in Q3 2019. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.
- HBK Sorce Advisory held 19,341 shares of Schwab US REIT ETF worth $455K as of Q1 2026.
- HBK Sorce Advisory bought 2,140 Schwab US REIT ETF shares in Q1 2026, an estimated $46.9K.
- Schwab US REIT ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #394 holding.
- HBK Sorce Advisory first reported a position in Schwab US REIT ETF in Q4 2017 and has held it in 34 quarters since.
- HBK Sorce Advisory's Schwab US REIT ETF position peaked at $9.46M in Q3 2019.
- 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.
Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.