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Morningstar Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Morningstar Investment 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 		$15.2M Hold
705,180
– – 0.93% 17
2026
Q1 		$15.2M Buy
705,180
+139,699
+25% +$3.06M 0.94% 17
2025
Q4 		$11.8M Buy
565,481
+57,444
+11% +$1.22M 0.7% 23
2025
Q3 		$11M Sell
508,037
-679,403
-57% -$14.5M 0.4% 49
2025
Q2 		$25.1M Buy
1,187,440
+70,732
+6% +$1.48M 2.2% 11
2025
Q1 		$24M Sell
1,116,708
-22,748
-2% -$486K 2.04% 14
2024
Q4 		$24M Sell
1,139,456
-22,017
-2% -$492K 1.89% 12
2024
Q3 		$26.3M Buy
+1,161,473
New +$25.4M 2.6% 10
2020
Q1 		– Sell
-62,082
Closed -$1.43M – 27
2019
Q4 		$1.43M Sell
62,082
-107,142
-63% -$2.5M 0.26% 21
2019
Q3 		$3.99M Buy
169,224
+4,014
+2% +$92.1K 1.12% 13
2019
Q2 		$3.67M Sell
165,210
-195,166
-54% -$4.36M 1.13% 14
2019
Q1 		$8.01M Buy
360,376
+155,874
+76% +$3.31M 4.03% 11
2018
Q4 		$3.94M Buy
+204,502
New +$4.18M 3.13% 11

Other funds holding SCHH

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Morningstar Investment Management's SCHH Position: Q2 2026 in Review

Morningstar Investment Management held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 705,180 shares worth $15.2M. The position accounts for 0.93% of the portfolio, ranked #17.

Morningstar Investment Management first reported a position in SCHH in Q4 2018 and has held it in 13 quarters since. The position peaked at $26.3M in Q3 2024. 296 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Morningstar Investment Management held 705,180 shares of Schwab US REIT ETF worth $15.2M as of Q2 2026.
  • Morningstar Investment Management left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.93% of Morningstar Investment Management's portfolio in Q2 2026, its #17 holding.
  • Morningstar Investment Management first reported a position in Schwab US REIT ETF in Q4 2018 and has held it in 13 quarters since.
  • Morningstar Investment Management's Schwab US REIT ETF position peaked at $26.3M in Q3 2024.
  • 296 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.