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International Assets Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

International Assets Investment Management’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 		$18.5K Buy
776
+639
+466% +$14.9K ﹤0.01% 1641
2026
Q1 		$2.96K Hold
137
– – ﹤0.01% 1923
2025
Q4 		$2.86K Buy
+137
New +$2.9K ﹤0.01% 1906
2024
Q3 		– Sell
-102
Closed -$2.04K – 2498
2024
Q2 		$2.04K Buy
+102
New +$1.99K ﹤0.01% 2004
2020
Q3 		– Sell
-64,408
Closed -$1.32M – 437
2020
Q2 		$1.32M Buy
+64,408
New +$1.12M 0.32% 65

Other funds holding SCHH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

International Assets Investment Management's SCHH Position: Q2 2026 in Review

International Assets Investment Management increased its Schwab US REIT ETF (SCHH) stake by 466% in Q2 2026, buying an estimated $14.9K and bringing the position to 776 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

International Assets Investment Management first reported a position in SCHH in Q2 2020 and has held it in 5 quarters since. The position peaked at $1.32M in Q2 2020. 307 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • International Assets Investment Management held 776 shares of Schwab US REIT ETF worth $18.5K as of Q2 2026.
  • International Assets Investment Management bought 639 Schwab US REIT ETF shares in Q2 2026, an estimated $14.9K.
  • Schwab US REIT ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1641 holding.
  • International Assets Investment Management first reported a position in Schwab US REIT ETF in Q2 2020 and has held it in 5 quarters since.
  • International Assets Investment Management's Schwab US REIT ETF position peaked at $1.32M in Q2 2020.
  • 307 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.