Luts & Greenleigh Group’s Schwab US REIT ETF SCHH Stock Holding History

Luts & Greenleigh Group’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	$502K	Hold	21,200	–	–	0.38%	53
2026 Q1	$456K	Hold	21,200	–	–	0.36%	50
2025 Q4	$443K	Hold	21,200	–	–	0.38%	51
2025 Q3	$457K	Hold	21,200	–	–	0.41%	47
2025 Q2	$449K	Hold	21,200	–	–	0.43%	47
2025 Q1	$456K	Hold	21,200	–	–	0.45%	44
2024 Q4	$446K	Hold	21,200	–	–	0.44%	44
2024 Q3	$491K	Hold	21,200	–	–	0.47%	44
2024 Q2	$423K	Buy	+21,200	New	+$413K	0.44%	44
2023 Q4	$439K	Hold	21,200	–	–	0.55%	36
2023 Q3	$376K	Hold	21,200	–	–	0.47%	40
2023 Q2	$414K	Hold	21,200	–	–	0.51%	38
2023 Q1	$413K	Hold	21,200	–	–	0.52%	36
2022 Q4	$409K	Buy	+21,200	New	+$408K	0.52%	36

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

Luts & Greenleigh Group's SCHH Position: Q2 2026 in Review

Luts & Greenleigh Group held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 21,200 shares worth $502K. The position accounts for 0.38% of the portfolio, ranked #53.

Luts & Greenleigh Group first reported a position in SCHH in Q4 2022 and has held it in 14 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Luts & Greenleigh Group held 21,200 shares of Schwab US REIT ETF worth $502K as of Q2 2026.
Luts & Greenleigh Group left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up 0.38% of Luts & Greenleigh Group's portfolio in Q2 2026, its #53 holding.
Luts & Greenleigh Group first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 14 quarters since.
594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.