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

Integral 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 		$518K Sell
21,875
-5,465
-20% -$127K 0.11% 105
2026
Q1 		$588K Sell
27,340
-3,317
-11% -$72.7K 0.15% 98
2025
Q4 		$640K Sell
30,657
-3,700
-11% -$78.5K 0.16% 90
2025
Q3 		$741K Sell
34,357
-1,600
-4% -$34.1K 0.2% 80
2025
Q2 		$761K Sell
35,957
-579
-2% -$12.1K 0.22% 76
2025
Q1 		$786K Sell
36,536
-2,434
-6% -$52K 0.25% 74
2024
Q4 		$821K Sell
38,970
-3,750
-9% -$83.8K 0.27% 73
2024
Q3 		$990K Buy
42,720
+2,905
+7% +$63.6K 0.33% 63
2024
Q2 		$788K Buy
39,815
+14,342
+56% +$280K 0.29% 71
2024
Q1 		$514K Buy
+25,473
New +$511K 0.21% 84

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

Integral Investment Advisors's SCHH Position: Q2 2026 in Review

Integral Investment Advisors reduced its Schwab US REIT ETF (SCHH) stake by 20% in Q2 2026, selling an estimated $127K and leaving 21,875 shares worth $518K. The position accounts for 0.11% of the portfolio, ranked #105.

Integral Investment Advisors first reported a position in SCHH in Q1 2024 and has held it in 10 quarters since. The position peaked at $990K in Q3 2024. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Integral Investment Advisors held 21,875 shares of Schwab US REIT ETF worth $518K as of Q2 2026.
  • Integral Investment Advisors sold 5,465 Schwab US REIT ETF shares in Q2 2026, an estimated $127K.
  • Schwab US REIT ETF made up 0.11% of Integral Investment Advisors's portfolio in Q2 2026, its #105 holding.
  • Integral Investment Advisors first reported a position in Schwab US REIT ETF in Q1 2024 and has held it in 10 quarters since.
  • Integral Investment Advisors's Schwab US REIT ETF position peaked at $990K in Q3 2024.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.