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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
Q2 		$330K Buy
13,938
+4,625
+50% +$108K 0.03% 297
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 $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

INVST's SCHH Position: Q2 2026 in Review

INVST increased its Schwab US REIT ETF (SCHH) stake by 50% in Q2 2026, buying an estimated $108K and bringing the position to 13,938 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #297.

INVST first reported a position in SCHH in Q2 2017 and has held it in 18 quarters since. The position peaked at $20.4M in Q1 2019. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • INVST held 13,938 shares of Schwab US REIT ETF worth $330K as of Q2 2026.
  • INVST bought 4,625 Schwab US REIT ETF shares in Q2 2026, an estimated $108K.
  • Schwab US REIT ETF made up 0.03% of INVST's portfolio in Q2 2026, its #297 holding.
  • INVST first reported a position in Schwab US REIT ETF in Q2 2017 and has held it in 18 quarters since.
  • INVST's Schwab US REIT ETF position peaked at $20.4M in Q1 2019.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.