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Lewis Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Lewis Asset Management’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 		$261K Buy
11,017
+131
+1% +$3.05K 0.09% 186
2026
Q1 		$234K Sell
10,886
-136
-1% -$2.98K 0.1% 178
2025
Q4 		$230K Buy
11,022
+145
+1% +$3.08K 0.09% 167
2025
Q3 		$235K Buy
10,877
+120
+1% +$2.56K 0.1% 172
2025
Q2 		$228K Buy
10,757
+398
+4% +$8.34K 0.11% 166
2025
Q1 		$223K Buy
10,359
+611
+6% +$13.1K 0.18% 117
2024
Q4 		$205K Sell
9,748
-298
-3% -$6.66K 0.16% 124
2024
Q3 		$233K Buy
+10,046
New +$220K 0.17% 117

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 22.9% 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

Lewis Asset Management's SCHH Position: Q2 2026 in Review

Lewis Asset Management increased its Schwab US REIT ETF (SCHH) stake by 1.2% in Q2 2026, buying an estimated $3.05K and bringing the position to 11,017 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #186.

Lewis Asset Management first reported a position in SCHH in Q3 2024 and has held it in 8 quarters since. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Lewis Asset Management held 11,017 shares of Schwab US REIT ETF worth $261K as of Q2 2026.
  • Lewis Asset Management bought 131 Schwab US REIT ETF shares in Q2 2026, an estimated $3.05K.
  • Schwab US REIT ETF made up 0.09% of Lewis Asset Management's portfolio in Q2 2026, its #186 holding.
  • Lewis Asset Management first reported a position in Schwab US REIT ETF in Q3 2024 and has held it in 8 quarters since.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.