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Independence Bank of Kentucky’s Schwab US REIT ETF SCHH Stock Holding History

Independence Bank of Kentucky’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 		$33.6K Hold
1,419
– – ﹤0.01% 423
2026
Q1 		$30.5K Hold
1,419
– – ﹤0.01% 452
2025
Q4 		$29.6K Sell
1,419
-902
-39% -$19.1K ﹤0.01% 461
2025
Q3 		$50.1K Hold
2,321
– – 0.01% 411
2025
Q2 		$49.1K Hold
2,321
– – 0.01% 402
2025
Q1 		$49.9K Buy
2,321
+2,231
+2,479% +$47.7K 0.01% 395
2024
Q4 		$1.9K Hold
90
– – ﹤0.01% 600
2024
Q3 		$2.08K Hold
90
– – ﹤0.01% 564
2024
Q2 		$1.8K Sell
90
-1,792
-95% -$34.9K ﹤0.01% 522
2024
Q1 		$38.2K Hold
1,882
– – 0.01% 344
2023
Q4 		$39K Buy
1,882
+1,792
+1,991% +$33.3K 0.01% 326
2023
Q3 		$1.6K Hold
90
– – ﹤0.01% 470
2023
Q2 		$1.76K Hold
90
– – ﹤0.01% 489
2023
Q1 		$1.75K Hold
90
– – ﹤0.01% 411
2022
Q4 		$2K Hold
90
– – ﹤0.01% 416
2022
Q3 		$2K Hold
90
– – ﹤0.01% 404
2022
Q2 		$2K Hold
90
– – ﹤0.01% 409
2022
Q1 		$2K Buy
+90
New +$2.17K ﹤0.01% 402
2020
Q4 		– Sell
-1,484
Closed -$26K – 382
2020
Q3 		$26K Buy
+1,484
New +$26.7K 0.01% 264
2019
Q4 		– Sell
-28
Closed -$1K – 365
2019
Q3 		$1K Hold
28
– – ﹤0.01% 351
2019
Q2 		$1K Hold
28
– – ﹤0.01% 321
2019
Q1 		$1K Buy
+28
New +$594 ﹤0.01% 326

Other funds holding SCHH

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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Independence Bank of Kentucky's SCHH Position: Q2 2026 in Review

Independence Bank of Kentucky held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 1,419 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Independence Bank of Kentucky first reported a position in SCHH in Q1 2019 and has held it in 22 quarters since. The position peaked at $50.1K in Q3 2025. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Independence Bank of Kentucky held 1,419 shares of Schwab US REIT ETF worth $33.6K as of Q2 2026.
  • Independence Bank of Kentucky left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #423 holding.
  • Independence Bank of Kentucky first reported a position in Schwab US REIT ETF in Q1 2019 and has held it in 22 quarters since.
  • Independence Bank of Kentucky's Schwab US REIT ETF position peaked at $50.1K in Q3 2025.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.