Jim Simons
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Jim Simons’s Schwab US REIT ETF SCHH Stock Holding History

Jim Simons’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 		$2.96M Buy
+124,900
New +$2.91M ﹤0.01% 1750
2024
Q2 		– Sell
-60,000
Closed -$1.22M – 3905
2024
Q1 		$1.22M Buy
+60,000
New +$1.2M ﹤0.01% 2361
2023
Q3 		– Sell
-29,100
Closed -$568K – 4047
2023
Q2 		$568K Buy
+29,100
New +$558K ﹤0.01% 2805
2023
Q1 		– Sell
-34,000
Closed -$656K – 4331
2022
Q4 		$656K Sell
34,000
-152,000
-82% -$2.93M ﹤0.01% 2779
2022
Q3 		$3.48M Buy
186,000
+140,800
+312% +$3.05M ﹤0.01% 1662
2022
Q2 		$953K Buy
+45,200
New +$1.04M ﹤0.01% 2756
2022
Q1 		– Sell
-25,800
Closed -$680K – 4411
2021
Q4 		$680K Buy
+25,800
New +$636K ﹤0.01% 2924
2021
Q1 		– Sell
-19,400
Closed -$368K – 3650
2020
Q4 		$368K Buy
+19,400
New +$359K ﹤0.01% 2956
2020
Q2 		– Sell
-14,600
Closed -$239K – 3726
2020
Q1 		$239K Buy
14,600
+5,200
+55% +$111K ﹤0.01% 3051
2019
Q4 		$216K Buy
+9,400
New +$219K ﹤0.01% 3177
2019
Q1 		– Sell
-56,200
Closed -$1.08M – 3670
2018
Q4 		$1.08M Buy
56,200
+37,600
+202% +$768K ﹤0.01% 2532
2018
Q3 		$388K Buy
+18,600
New +$393K ﹤0.01% 2934
2018
Q2 		– Sell
-33,200
Closed -$635K – 3492
2018
Q1 		$635K Buy
33,200
+17,400
+110% +$335K ﹤0.01% 2828
2017
Q4 		$329K Buy
+15,800
New +$328K ﹤0.01% 2999

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 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 22.9% 1-Year Est. Return
DUMAC Inc
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
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Jim Simons's SCHH Position: Q2 2026 in Review

Jim Simons opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 124,900 shares worth $2.96M. The stake represents ﹤0.01% of the portfolio and ranks #1750 among its holdings. This is a return to the name: Jim Simons previously reported a position in SCHH as recently as Q1 2024.

Jim Simons first reported a position in SCHH in Q4 2017 and has held it in 14 quarters since. The position peaked at $3.48M in Q3 2022. 598 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Jim Simons held 124,900 shares of Schwab US REIT ETF worth $2.96M as of Q2 2026.
  • Schwab US REIT ETF was a new Jim Simons position in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1750 holding.
  • Jim Simons first reported a position in Schwab US REIT ETF in Q4 2017 and has held it in 14 quarters since.
  • Jim Simons's Schwab US REIT ETF position peaked at $3.48M in Q3 2022.
  • 598 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.