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Joel Greenblatt’s Schwab US REIT ETF SCHH Stock Holding History

Joel Greenblatt’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 		$2.35M Hold
99,058
– – 0.01% 1105
2026
Q1 		$2.13M Sell
99,058
-16,951
-15% -$372K 0.01% 1089
2025
Q4 		$2.42M Hold
116,009
– – 0.01% 986
2025
Q3 		$2.5M Buy
+116,009
New +$2.47M 0.01% 945

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

Joel Greenblatt's SCHH Position: Q2 2026 in Review

Joel Greenblatt held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 99,058 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #1105.

Joel Greenblatt first reported a position in SCHH in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.5M in Q3 2025. 589 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Joel Greenblatt held 99,058 shares of Schwab US REIT ETF worth $2.35M as of Q2 2026.
  • Joel Greenblatt left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1105 holding.
  • Joel Greenblatt first reported a position in Schwab US REIT ETF in Q3 2025 and has held it in 4 quarters since.
  • Joel Greenblatt's Schwab US REIT ETF position peaked at $2.5M in Q3 2025.
  • 589 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.