Mariner
SCHH icon

Mariner’s Schwab US REIT ETF SCHH Stock Holding History

Mariner’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
Q1 		$8.61M Sell
400,565
-11,083
-3% -$243K 0.01% 815
2025
Q4 		$8.6M Buy
411,648
+8,856
+2% +$188K 0.01% 777
2025
Q3 		$8.69M Sell
402,792
-9,269
-2% -$198K 0.01% 694
2025
Q2 		$8.72M Sell
412,061
-1,249
-0.3% -$26.2K 0.01% 651
2025
Q1 		$8.89M Sell
413,310
-62,569
-13% -$1.34M 0.01% 593
2024
Q4 		$10M Buy
475,879
+27,300
+6% +$610K 0.02% 546
2024
Q3 		$10.4M Sell
448,579
-10,485
-2% -$229K 0.02% 524
2024
Q2 		$9.17M Sell
459,064
-58,541
-11% -$1.14M 0.02% 535
2024
Q1 		$10.5M Sell
517,605
-18,622
-3% -$373K 0.02% 499
2023
Q4 		$11.1M Sell
536,227
-4,189
-0.8% -$77.8K 0.03% 445
2023
Q3 		$9.59M Sell
540,416
-73,289
-12% -$1.41M 0.03% 448
2023
Q2 		$12M Buy
613,705
+13,362
+2% +$256K 0.03% 389
2023
Q1 		$11.7M Buy
600,343
+97,811
+19% +$1.96M 0.03% 385
2022
Q4 		$9.69M Buy
502,532
+54,356
+12% +$1.05M 0.03% 415
2022
Q3 		$8.38M Buy
448,176
+65,552
+17% +$1.42M 0.03% 383
2022
Q2 		$8.07M Buy
382,624
+4,105
+1% +$94.5K 0.03% 375
2022
Q1 		$9.42M Buy
378,519
+78,225
+26% +$1.89M 0.04% 350
2021
Q4 		$7.91M Buy
300,294
+129,290
+76% +$3.19M 0.03% 346
2021
Q3 		$3.91M Buy
171,004
+62,986
+58% +$1.5M 0.02% 405
2021
Q2 		$2.47M Sell
108,018
-7,686
-7% -$171K 0.02% 449
2021
Q1 		$2.38M Buy
115,704
+27,278
+31% +$534K 0.02% 426
2020
Q4 		$1.68M Sell
88,426
-600
-0.7% -$11.1K 0.01% 460
2020
Q3 		$1.57M Sell
89,026
-14,700
-14% -$265K 0.01% 417
2020
Q2 		$1.83M Buy
103,726
+3,386
+3% +$58.8K 0.02% 395
2020
Q1 		$1.64M Buy
100,340
+6,720
+7% +$143K 0.02% 390
2019
Q4 		$2.15M Buy
93,620
+5,558
+6% +$129K 0.02% 383
2019
Q3 		$2.08M Buy
88,062
+22,534
+34% +$517K 0.02% 362
2019
Q2 		$1.46M Buy
65,528
+8,546
+15% +$191K 0.02% 447
2019
Q1 		$1.27M Buy
56,982
+38,618
+210% +$820K 0.02% 447
2018
Q4 		$354K Buy
+18,364
New +$375K 0.01% 642
2017
Q4 		– Sell
-10,086
Closed -$207K – 594
2017
Q3 		$207K Sell
10,086
-378
-4% -$7.79K 0.01% 466
2017
Q2 		$216K Hold
10,464
– – 0.01% 458
2017
Q1 		$213K Buy
+10,464
New +$214K 0.01% 531
2016
Q4 		– Sell
-1,488
Closed -$32K – 741
2016
Q3 		$32K Buy
+1,488
New +$32.6K ﹤0.01% 671
2015
Q1 		– Sell
-27,854
Closed -$543K – 422
2014
Q4 		$543K Buy
27,854
+2,320
+9% +$43.5K 0.05% 233
2014
Q3 		$435K Buy
25,534
+640
+3% +$11.4K 0.05% 229
2014
Q2 		$440K Buy
+24,894
New +$431K 0.05% 240

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Mariner's SCHH Position: Q1 2026 in Review

Mariner reduced its Schwab US REIT ETF (SCHH) stake by 2.7% in Q1 2026, selling an estimated $243K and leaving 400,565 shares worth $8.61M. The position accounts for 0.01% of the portfolio, ranked #815.

Mariner first reported a position in SCHH in Q2 2014 and has held it in 37 quarters since. The position peaked at $12M in Q2 2023. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Mariner held 400,565 shares of Schwab US REIT ETF worth $8.61M as of Q1 2026.
  • Mariner sold 11,083 Schwab US REIT ETF shares in Q1 2026, an estimated $243K.
  • Schwab US REIT ETF made up 0.01% of Mariner's portfolio in Q1 2026, its #815 holding.
  • Mariner first reported a position in Schwab US REIT ETF in Q2 2014 and has held it in 37 quarters since.
  • Mariner's Schwab US REIT ETF position peaked at $12M in Q2 2023.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.