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Jeff Yass’s Schwab US REIT ETF SCHH Stock Holding History

Jeff Yass’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
2025
Q1 		– Sell
-67,800
Closed -$1.43M – 13336
2024
Q4 		$1.43M Buy
67,800
+1,500
+2% +$33.5K ﹤0.01% 6073
2024
Q3 		$1.54M Sell
66,300
-2,000
-3% -$43.8K ﹤0.01% 5852
2024
Q2 		$1.36M Buy
+68,300
New +$1.33M ﹤0.01% 5869
2024
Q1 		– Sell
-15,000
Closed -$311K – 13197
2023
Q4 		$311K Sell
15,000
-1,600
-10% -$29.7K ﹤0.01% 9763
2023
Q3 		$295K Sell
16,600
-4,500
-21% -$86.6K ﹤0.01% 9383
2023
Q2 		$412K Buy
21,100
+1,800
+9% +$34.5K ﹤0.01% 8764
2023
Q1 		$376K Sell
19,300
-3,500
-15% -$70.1K ﹤0.01% 9218
2022
Q4 		$440K Sell
22,800
-4,600
-17% -$88.5K ﹤0.01% 8208
2022
Q3 		$512K Sell
27,400
-12,200
-31% -$264K ﹤0.01% 8424
2022
Q2 		$835K Buy
39,600
+19,800
+100% +$456K ﹤0.01% 6976
2022
Q1 		$493K Sell
19,800
-32,400
-62% -$782K ﹤0.01% 9025
2021
Q4 		$1.38M Buy
+52,200
New +$1.29M ﹤0.01% 6431
2021
Q3 		– Sell
-9,000
Closed -$206K – 13461
2021
Q2 		$206K Buy
+9,000
New +$200K ﹤0.01% 11543
2020
Q1 		– Sell
-30,800
Closed -$708K – 10794
2019
Q4 		$708K Sell
30,800
-38,000
-55% -$885K ﹤0.01% 6238
2019
Q3 		$1.62M Sell
68,800
-13,200
-16% -$303K ﹤0.01% 4640
2019
Q2 		$1.82M Buy
82,000
+24,000
+41% +$536K ﹤0.01% 4363
2019
Q1 		$1.29M Buy
58,000
+7,600
+15% +$161K ﹤0.01% 4519
2018
Q4 		$970K Buy
50,400
+6,000
+14% +$123K ﹤0.01% 4716
2018
Q3 		$926K Sell
44,400
-5,000
-10% -$106K ﹤0.01% 5371
2018
Q2 		$1.03M Buy
49,400
+29,000
+142% +$574K ﹤0.01% 5288
2018
Q1 		$390K Buy
20,400
+400
+2% +$7.71K ﹤0.01% 7143
2017
Q4 		$416K Sell
20,000
-5,000
-20% -$104K ﹤0.01% 6979
2017
Q3 		$514K Sell
25,000
-15,800
-39% -$326K ﹤0.01% 6457
2017
Q2 		$841K Buy
40,800
+7,000
+21% +$144K ﹤0.01% 5630
2017
Q1 		$689K Sell
33,800
-113,000
-77% -$2.31M ﹤0.01% 5905
2016
Q4 		$3.01M Sell
146,800
-36,800
-20% -$739K ﹤0.01% 3236
2016
Q3 		$3.92M Buy
183,600
+9,600
+6% +$210K ﹤0.01% 2540
2016
Q2 		$3.78M Buy
174,000
+56,200
+48% +$1.16M ﹤0.01% 2596
2016
Q1 		$2.44M Sell
117,800
-34,000
-22% -$654K ﹤0.01% 3393
2015
Q4 		$3.01M Buy
151,800
+68,400
+82% +$1.34M ﹤0.01% 3266
2015
Q3 		$1.55M Buy
83,400
+43,400
+109% +$814K ﹤0.01% 4798
2015
Q2 		$726K Buy
40,000
+17,400
+77% +$335K ﹤0.01% 6865
2015
Q1 		$458K Hold
22,600
– – ﹤0.01% 7250
2014
Q4 		$440K Buy
22,600
+2,600
+13% +$48.7K ﹤0.01% 7464
2014
Q3 		$341K Buy
20,000
+2,200
+12% +$39.2K ﹤0.01% 7826
2014
Q2 		$315K Buy
+17,800
New +$308K ﹤0.01% 8293

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

Jeff Yass's SCHH Position: Q2 2026 in Review

Jeff Yass sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 55,436 shares — an estimated $1.19M sold.

Jeff Yass first reported a position in SCHH in Q2 2013 and held it in 40 quarters. The position peaked at $9.72M in Q4 2023. 589 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Jeff Yass reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 55,436 Schwab US REIT ETF shares in Q2 2026, an estimated $1.19M.
  • Jeff Yass first reported a position in Schwab US REIT ETF in Q2 2013 and held it in 40 quarters.
  • Jeff Yass's Schwab US REIT ETF position peaked at $9.72M in Q4 2023.
  • 589 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.