Johnson Investment Counsel’s Schwab US REIT ETF SCHH Stock Holding History

Johnson Investment Counsel’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	$210K	Sell	8,862 -3,429	-28%	-$79.9K	﹤0.01%	818
2026 Q1	$264K	Buy	+12,291	New	+$269K	﹤0.01%	739
2019 Q3	–	Sell	-23,246	Closed	-$515K	–	641
2019 Q2	$515K	Sell	23,246 -91,920	-80%	-$2.05M	0.01%	418
2019 Q1	$2.55M	Buy	115,166 +86,236	+298%	+$1.83M	0.05%	184
2018 Q4	$555K	Buy	28,930 +2,178	+8%	+$44.5K	0.01%	382
2018 Q3	$557K	Sell	26,752 -5,178	-16%	-$109K	0.01%	417
2018 Q2	$666K	Buy	+31,930	New	+$632K	0.02%	382

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Johnson Investment Counsel's SCHH Position: Q2 2026 in Review

Johnson Investment Counsel reduced its Schwab US REIT ETF (SCHH) stake by 28% in Q2 2026, selling an estimated $79.9K and leaving 8,862 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Johnson Investment Counsel first reported a position in SCHH in Q2 2018 and has held it in 7 quarters since. The position peaked at $2.55M in Q1 2019. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Johnson Investment Counsel held 8,862 shares of Schwab US REIT ETF worth $210K as of Q2 2026.
Johnson Investment Counsel sold 3,429 Schwab US REIT ETF shares in Q2 2026, an estimated $79.9K.
Schwab US REIT ETF made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #818 holding.
Johnson Investment Counsel first reported a position in Schwab US REIT ETF in Q2 2018 and has held it in 7 quarters since.
Johnson Investment Counsel's Schwab US REIT ETF position peaked at $2.55M in Q1 2019.
590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.