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Lederer & Associates Investment Counsel’s Schwab US REIT ETF SCHH Stock Holding History

Lederer & Associates 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 		$423K Sell
17,882
-491
-3% -$11.4K 0.28% 75
2026
Q1 		$395K Buy
18,373
+389
+2% +$8.53K 0.28% 76
2025
Q4 		$376K Sell
17,984
-34,011
-65% -$721K 0.25% 78
2025
Q3 		$1.12M Buy
51,995
+236
+0.5% +$5.03K 0.73% 49
2025
Q2 		$1.09M Sell
51,759
-359
-0.7% -$7.52K 0.72% 48
2025
Q1 		$1.12M Buy
52,118
+11
+0% +$235 0.82% 43
2024
Q4 		$1.1M Buy
52,107
+183
+0.4% +$4.09K 0.77% 44
2024
Q3 		$1.2M Buy
51,924
+970
+2% +$21.2K 0.85% 40
2024
Q2 		$1.02M Sell
50,954
-158
-0.3% -$3.08K 0.74% 45
2024
Q1 		$1.04M Buy
51,112
+22
+0% +$441 0.72% 52
2023
Q4 		$1.06M Buy
51,090
+97
+0.2% +$1.8K 0.78% 49
2023
Q3 		$905K Sell
50,993
-3,901
-7% -$75.1K 0.72% 52
2023
Q2 		$1.07M Sell
54,894
-2,408
-4% -$46.2K 0.81% 47
2023
Q1 		$1.12M Sell
57,302
-274
-0.5% -$5.49K 0.86% 45
2022
Q4 		$1.11M Buy
57,576
+814
+1% +$15.7K 0.91% 42
2022
Q3 		$1.06M Sell
56,762
-579
-1% -$12.5K 0.9% 43
2022
Q2 		$1.21M Sell
57,341
-880
-2% -$20.2K 0.93% 41
2022
Q1 		$1.45M Sell
58,221
-5,103
-8% -$123K 0.89% 38
2021
Q4 		$1.67M Buy
63,324
+13,110
+26% +$323K 0.97% 38
2021
Q3 		$1.15M Buy
50,214
+22,500
+81% +$536K 0.74% 49
2021
Q2 		$635K Sell
27,714
-1,254
-4% -$27.9K 0.42% 62
2021
Q1 		$595K Buy
28,968
+8,894
+44% +$174K 0.42% 62
2020
Q4 		$381K Buy
20,074
+4,992
+33% +$92.3K 0.29% 71
2020
Q3 		$267K Buy
+15,082
New +$271K 0.22% 76

Other funds holding SCHH

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Lederer & Associates Investment Counsel's SCHH Position: Q2 2026 in Review

Lederer & Associates Investment Counsel reduced its Schwab US REIT ETF (SCHH) stake by 2.7% in Q2 2026, selling an estimated $11.4K and leaving 17,882 shares worth $423K. The position accounts for 0.28% of the portfolio, ranked #75.

Lederer & Associates Investment Counsel first reported a position in SCHH in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.67M in Q4 2021. 280 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Lederer & Associates Investment Counsel held 17,882 shares of Schwab US REIT ETF worth $423K as of Q2 2026.
  • Lederer & Associates Investment Counsel sold 491 Schwab US REIT ETF shares in Q2 2026, an estimated $11.4K.
  • Schwab US REIT ETF made up 0.28% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #75 holding.
  • Lederer & Associates Investment Counsel first reported a position in Schwab US REIT ETF in Q3 2020 and has held it in 24 quarters since.
  • Lederer & Associates Investment Counsel's Schwab US REIT ETF position peaked at $1.67M in Q4 2021.
  • 280 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.