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Menora Mivtachim Holdings’s Schwab US REIT ETF SCHH Stock Holding History

Menora Mivtachim Holdings’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 		$533K Hold
22,500
– – ﹤0.01% 152
2026
Q1 		$484K Hold
22,500
– – ﹤0.01% 141
2025
Q4 		$470K Buy
+22,500
New +$477K ﹤0.01% 122

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

Menora Mivtachim Holdings's SCHH Position: Q2 2026 in Review

Menora Mivtachim Holdings held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 22,500 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

Menora Mivtachim Holdings first reported a position in SCHH in Q4 2025 and has held it in 3 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Menora Mivtachim Holdings held 22,500 shares of Schwab US REIT ETF worth $533K as of Q2 2026.
  • Menora Mivtachim Holdings left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Menora Mivtachim Holdings's portfolio in Q2 2026, its #152 holding.
  • Menora Mivtachim Holdings first reported a position in Schwab US REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.