HighTower Advisors
SCHH icon

HighTower Advisors’s Schwab US REIT ETF SCHH Stock Holding History

HighTower 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 		$4.96M Buy
209,295
+3,261
+2% +$76K ﹤0.01% 1254
2026
Q1 		$4.43M Buy
206,034
+18,089
+10% +$397K ﹤0.01% 1268
2025
Q4 		$3.93M Buy
187,945
+5,998
+3% +$127K ﹤0.01% 1293
2025
Q3 		$3.92M Buy
181,947
+6,152
+3% +$131K ﹤0.01% 1248
2025
Q2 		$3.72M Buy
175,795
+7,733
+5% +$162K ﹤0.01% 1225
2025
Q1 		$3.62M Sell
168,062
-10,656
-6% -$228K ﹤0.01% 1200
2024
Q4 		$3.76M Sell
178,718
-405,626
-69% -$9.07M 0.01% 1175
2024
Q3 		$13.5M Buy
584,344
+403,932
+224% +$8.84M 0.02% 636
2024
Q2 		$3.6M Buy
180,412
+18,996
+12% +$370K 0.01% 1142
2024
Q1 		$3.28M Buy
161,416
+7,706
+5% +$154K 0.01% 1161
2023
Q4 		$3.17M Buy
153,710
+4,088
+3% +$76K 0.01% 1192
2023
Q3 		$2.65M Buy
149,622
+9,881
+7% +$190K 0.01% 1226
2023
Q2 		$2.72M Sell
139,741
-189
-0.1% -$3.62K 0.01% 1184
2023
Q1 		$2.73M Buy
139,930
+3,192
+2% +$63.9K 0.01% 1116
2022
Q4 		$2.64M Sell
136,738
-2,916
-2% -$56.1K 0.01% 1134
2022
Q3 		$2.61M Buy
139,654
+6,841
+5% +$148K 0.01% 1084
2022
Q2 		$2.81M Buy
132,813
+11,560
+10% +$266K 0.01% 1075
2022
Q1 		$3.02M Sell
121,253
-65,579
-35% -$1.58M 0.01% 1142
2021
Q4 		$4.93M Buy
186,832
+76,286
+69% +$1.88M 0.01% 910
2021
Q3 		$2.52M Buy
110,546
+498
+0.5% +$11.9K 0.01% 1134
2021
Q2 		$2.51M Buy
110,048
+10,800
+11% +$240K 0.01% 1109
2021
Q1 		$2.04M Buy
99,248
+4,242
+4% +$83K 0.01% 1120
2020
Q4 		$1.8M Buy
95,006
+2,472
+3% +$45.7K 0.01% 961
2020
Q3 		$1.63M Sell
92,534
-10,984
-11% -$198K 0.01% 971
2020
Q2 		$1.82M Sell
103,518
-110,842
-52% -$1.92M 0.01% 840
2020
Q1 		$3.48M Buy
214,360
+7,570
+4% +$162K 0.02% 557
2019
Q4 		$4.72M Buy
206,790
+24,206
+13% +$564K 0.03% 561
2019
Q3 		$4.28M Buy
182,584
+57,284
+46% +$1.31M 0.02% 614
2019
Q2 		$2.75M Buy
125,300
+11,536
+10% +$257K 0.02% 783
2019
Q1 		$2.52M Sell
113,764
-3,216
-3% -$68.3K 0.02% 762
2018
Q4 		$2.25M Buy
116,980
+24,632
+27% +$503K 0.02% 720
2018
Q3 		$1.93M Buy
92,348
+73,812
+398% +$1.56M 0.01% 852
2018
Q2 		$385K Buy
18,536
+2,296
+14% +$45.4K ﹤0.01% 1567
2018
Q1 		$311K Buy
16,240
+4,942
+44% +$95.3K ﹤0.01% 1652
2017
Q4 		$234K Buy
+11,298
New +$235K ﹤0.01% 1829
2013
Q3 		– Sell
-237,552
Closed -$3.81M – 1440
2013
Q2 		$3.81M Buy
+237,552
New +$4M 0.1% 230

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

HighTower Advisors's SCHH Position: Q2 2026 in Review

HighTower Advisors increased its Schwab US REIT ETF (SCHH) stake by 1.6% in Q2 2026, buying an estimated $76K and bringing the position to 209,295 shares worth $4.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

HighTower Advisors first reported a position in SCHH in Q2 2013 and has held it in 36 quarters since. The position peaked at $13.5M in Q3 2024. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • HighTower Advisors held 209,295 shares of Schwab US REIT ETF worth $4.96M as of Q2 2026.
  • HighTower Advisors bought 3,261 Schwab US REIT ETF shares in Q2 2026, an estimated $76K.
  • Schwab US REIT ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1254 holding.
  • HighTower Advisors first reported a position in Schwab US REIT ETF in Q2 2013 and has held it in 36 quarters since.
  • HighTower Advisors's Schwab US REIT ETF position peaked at $13.5M in Q3 2024.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.