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John Overdeck’s Schwab US REIT ETF SCHH Stock Holding History

John Overdeck’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 		$75.5M Sell
3,186,737
-8,837,000
-73% -$206M 0.05% 410
2026
Q1 		$258M Buy
12,023,737
+342,300
+3% +$7.5M 0.21% 107
2025
Q4 		$244M Buy
+11,681,437
New +$248M 0.34% 32

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

John Overdeck's SCHH Position: Q2 2026 in Review

John Overdeck reduced its Schwab US REIT ETF (SCHH) stake by 73% in Q2 2026, selling an estimated $206M and leaving 3,186,737 shares worth $75.5M. The position accounts for 0.05% of the portfolio, ranked #410.

John Overdeck first reported a position in SCHH in Q4 2025 and has held it in 3 quarters since. The position peaked at $258M in Q1 2026. 589 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • John Overdeck held 3,186,737 shares of Schwab US REIT ETF worth $75.5M as of Q2 2026.
  • John Overdeck sold 8,837,000 Schwab US REIT ETF shares in Q2 2026, an estimated $206M.
  • Schwab US REIT ETF made up 0.05% of John Overdeck's portfolio in Q2 2026, its #410 holding.
  • John Overdeck first reported a position in Schwab US REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • John Overdeck's Schwab US REIT ETF position peaked at $258M in Q1 2026.
  • 589 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.