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MAI Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

MAI Capital 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 		$1.72M Buy
72,486
+2,532
+4% +$59K 0.01% 754
2026
Q1 		$1.5M Sell
69,954
-12,693
-15% -$278K 0.01% 658
2025
Q4 		$1.73M Sell
82,647
-2,920
-3% -$61.9K 0.01% 598
2025
Q3 		$1.85M Buy
85,567
+195
+0.2% +$4.16K 0.01% 559
2025
Q2 		$1.81M Sell
85,372
-42
-0% -$880 0.01% 508
2025
Q1 		$1.84M Sell
85,414
-5,144
-6% -$110K 0.01% 486
2024
Q4 		$1.91M Buy
90,558
+18,673
+26% +$417K 0.01% 490
2024
Q3 		$1.67M Sell
71,885
-1,250
-2% -$27.4K 0.02% 434
2024
Q2 		$1.46M Buy
73,135
+1,896
+3% +$37K 0.01% 489
2024
Q1 		$1.45M Buy
71,239
+4,400
+7% +$88.2K 0.02% 474
2023
Q4 		$1.38M Buy
66,839
+19,867
+42% +$369K 0.02% 394
2023
Q3 		$834K Sell
46,972
-54,591
-54% -$1.05M 0.01% 475
2023
Q2 		$1.98M Sell
101,563
-17,047
-14% -$327K 0.03% 305
2023
Q1 		$2.31M Sell
118,610
-941
-0.8% -$18.8K 0.04% 266
2022
Q4 		$2.31M Buy
119,551
+56,340
+89% +$1.08M 0.04% 263
2022
Q3 		$1.18M Sell
63,211
-7,536
-11% -$163K 0.02% 344
2022
Q2 		$1.49M Buy
70,747
+630
+0.9% +$14.5K 0.03% 309
2022
Q1 		$1.75M Buy
70,117
+2,711
+4% +$65.4K 0.03% 291
2021
Q4 		$1.78M Buy
67,406
+3,550
+6% +$87.5K 0.03% 302
2021
Q3 		$1.46M Buy
63,856
+8,262
+15% +$197K 0.03% 301
2021
Q2 		$1.27M Buy
55,594
+35,840
+181% +$797K 0.03% 312
2021
Q1 		$406K Sell
19,754
-3,766
-16% -$73.7K 0.01% 515
2020
Q4 		$447K Buy
23,520
+9,048
+63% +$167K 0.01% 469
2020
Q3 		$256K Sell
14,472
-2,892
-17% -$52K 0.01% 494
2020
Q2 		$306K Sell
17,364
-28,526
-62% -$495K 0.01% 454
2020
Q1 		$751K Buy
45,890
+11,378
+33% +$243K 0.03% 301
2019
Q4 		$793K Buy
34,512
+13,112
+61% +$305K 0.03% 335
2019
Q3 		$505K Buy
+21,400
New +$491K 0.02% 353

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
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

MAI Capital Management's SCHH Position: Q2 2026 in Review

MAI Capital Management increased its Schwab US REIT ETF (SCHH) stake by 3.6% in Q2 2026, buying an estimated $59K and bringing the position to 72,486 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #754.

MAI Capital Management first reported a position in SCHH in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.31M in Q1 2023. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • MAI Capital Management held 72,486 shares of Schwab US REIT ETF worth $1.72M as of Q2 2026.
  • MAI Capital Management bought 2,532 Schwab US REIT ETF shares in Q2 2026, an estimated $59K.
  • Schwab US REIT ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #754 holding.
  • MAI Capital Management first reported a position in Schwab US REIT ETF in Q3 2019 and has held it in 28 quarters since.
  • MAI Capital Management's Schwab US REIT ETF position peaked at $2.31M in Q1 2023.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.