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MidFirst Bank’s Schwab US REIT ETF SCHH Stock Holding History

MidFirst Bank’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 		$133K Sell
5,607
-4,270
-43% -$99.6K 0.01% 314
2026
Q1 		$212K Hold
9,877
– – 0.02% 275
2025
Q4 		$206K Buy
+9,877
New +$209K 0.02% 331

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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

MidFirst Bank's SCHH Position: Q2 2026 in Review

MidFirst Bank reduced its Schwab US REIT ETF (SCHH) stake by 43% in Q2 2026, selling an estimated $99.6K and leaving 5,607 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #314.

MidFirst Bank first reported a position in SCHH in Q4 2025 and has held it in 3 quarters since. The position peaked at $212K in Q1 2026. 522 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • MidFirst Bank held 5,607 shares of Schwab US REIT ETF worth $133K as of Q2 2026.
  • MidFirst Bank sold 4,270 Schwab US REIT ETF shares in Q2 2026, an estimated $99.6K.
  • Schwab US REIT ETF made up 0.01% of MidFirst Bank's portfolio in Q2 2026, its #314 holding.
  • MidFirst Bank first reported a position in Schwab US REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • MidFirst Bank's Schwab US REIT ETF position peaked at $212K in Q1 2026.
  • 522 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on MidFirst Bank's 13F filing for Q2 2026, filed 7 Aug 2026.