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McIlrath & Eck’s Schwab US REIT ETF SCHH Stock Holding History

McIlrath & Eck’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 		$8.58K Sell
399
-671
-63% -$14.7K ﹤0.01% 1092
2025
Q4 		$22.3K Buy
1,070
+191
+22% +$4.05K ﹤0.01% 493
2025
Q3 		$19K Buy
879
+5
+0.6% +$107 ﹤0.01% 513
2025
Q2 		$18.5K Buy
874
+5
+0.6% +$105 ﹤0.01% 492
2025
Q1 		$18.7K Buy
869
+72
+9% +$1.54K ﹤0.01% 495
2024
Q4 		$16.8K Sell
797
-9
-1% -$201 ﹤0.01% 517
2024
Q3 		$18.7K Buy
806
+317
+65% +$6.94K ﹤0.01% 484
2024
Q2 		$9.77K Hold
489
– – ﹤0.01% 607
2024
Q1 		$9.93K Buy
489
+2
+0.4% +$40 ﹤0.01% 600
2023
Q4 		$10.1K Buy
487
+81
+20% +$1.5K ﹤0.01% 555
2023
Q3 		$7.21K Buy
406
+66
+19% +$1.27K ﹤0.01% 594
2023
Q2 		$6.64K Buy
340
+198
+139% +$3.8K ﹤0.01% 619
2023
Q1 		$2.77K Buy
142
+14
+11% +$280 ﹤0.01% 745
2022
Q4 		$2.47K Hold
128
– – ﹤0.01% 732
2022
Q3 		$2K Sell
128
-1,309
-91% -$28.3K ﹤0.01% 767
2022
Q2 		$30K Buy
1,437
+1,309
+1,023% +$30.1K 0.01% 320
2022
Q1 		$3K Hold
128
– – ﹤0.01% 707
2021
Q4 		$3K Hold
128
– – ﹤0.01% 702
2021
Q3 		$3K Hold
128
– – ﹤0.01% 704
2021
Q2 		$3K Hold
128
– – ﹤0.01% 699
2021
Q1 		$3K Hold
128
– – ﹤0.01% 668
2020
Q4 		$2K Hold
128
– – ﹤0.01% 630
2020
Q3 		$2K Sell
128
-116
-48% -$2.09K ﹤0.01% 605
2020
Q2 		$4K Hold
244
– – ﹤0.01% 515
2020
Q1 		$4K Hold
244
– – ﹤0.01% 488
2019
Q4 		$6K Buy
+244
New +$5.68K ﹤0.01% 454

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

McIlrath & Eck's SCHH Position: Q1 2026 in Review

McIlrath & Eck reduced its Schwab US REIT ETF (SCHH) stake by 63% in Q1 2026, selling an estimated $14.7K and leaving 399 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

McIlrath & Eck first reported a position in SCHH in Q4 2019 and has held it in 26 quarters since. The position peaked at $30K in Q2 2022. 567 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • McIlrath & Eck held 399 shares of Schwab US REIT ETF worth $8.58K as of Q1 2026.
  • McIlrath & Eck sold 671 Schwab US REIT ETF shares in Q1 2026, an estimated $14.7K.
  • Schwab US REIT ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1092 holding.
  • McIlrath & Eck first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 26 quarters since.
  • McIlrath & Eck's Schwab US REIT ETF position peaked at $30K in Q2 2022.
  • 567 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.