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INVST’s Schwab US REIT ETF SCHH Stock Holding History

INVST’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
Q1 		$200K Sell
9,313
-639
-6% -$14K 0.02% 321
2025
Q4 		$208K Sell
9,952
-1,510
-13% -$32K 0.02% 299
2025
Q3 		$247K Buy
+11,462
New +$244K 0.03% 278
2021
Q2 		– Sell
-9,124
Closed -$203K – 211
2021
Q1 		$203K Buy
+9,124
New +$178K 0.04% 191
2020
Q3 		– Sell
-268,920
Closed -$4.85M – 156
2020
Q2 		$4.85M Sell
268,920
-197,466
-42% -$3.43M 1.44% 24
2020
Q1 		$7.1M Sell
466,386
-301,446
-39% -$6.43M 2.94% 8
2019
Q4 		$17.6M Sell
767,832
-56,704
-7% -$1.32M 6.62% 1
2019
Q3 		$19.2M Sell
824,536
-29,168
-3% -$669K 8.67% 1
2019
Q2 		$18.9M Sell
853,704
-63,998
-7% -$1.43M 9.72% 1
2019
Q1 		$20.4M Sell
917,702
-49,920
-5% -$1.06M 10.24% 1
2018
Q4 		$18.6M Buy
967,622
+282,150
+41% +$5.76M 10.48% 2
2018
Q3 		$14.2M Buy
685,472
+451,000
+192% +$9.53M 7.22% 6
2018
Q2 		$4.9M Buy
234,472
+139,010
+146% +$2.75M 2.86% 14
2018
Q1 		$1.8M Sell
95,462
-75,516
-44% -$1.46M 1.16% 19
2017
Q4 		$3.56M Buy
170,978
+91,850
+116% +$1.91M 2.62% 15
2017
Q3 		$1.63M Sell
79,128
-15,948
-17% -$329K 1.42% 18
2017
Q2 		$1.94M Buy
+95,076
New +$1.95M 2.76% 14

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

INVST's SCHH Position: Q1 2026 in Review

INVST reduced its Schwab US REIT ETF (SCHH) stake by 6.4% in Q1 2026, selling an estimated $14K and leaving 9,313 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #321.

INVST first reported a position in SCHH in Q2 2017 and has held it in 17 quarters since. The position peaked at $20.4M in Q1 2019. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • INVST held 9,313 shares of Schwab US REIT ETF worth $200K as of Q1 2026.
  • INVST sold 639 Schwab US REIT ETF shares in Q1 2026, an estimated $14K.
  • Schwab US REIT ETF made up 0.02% of INVST's portfolio in Q1 2026, its #321 holding.
  • INVST first reported a position in Schwab US REIT ETF in Q2 2017 and has held it in 17 quarters since.
  • INVST's Schwab US REIT ETF position peaked at $20.4M in Q1 2019.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.