National Bank of Canada
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National Bank of Canada’s Schwab US REIT ETF SCHH Stock Holding History

National Bank of Canada’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 		$7.71M Buy
358,572
+17,636
+5% +$387K 0.01% 754
2025
Q4 		$7.12M Buy
340,936
+46,010
+16% +$976K 0.01% 800
2025
Q3 		$6.36M Sell
294,926
-17,142
-5% -$366K 0.01% 824
2025
Q2 		$6.6M Buy
312,068
+27,855
+10% +$584K 0.01% 885
2025
Q1 		$6.11M Sell
284,213
-107,196
-27% -$2.29M 0.01% 851
2024
Q4 		$8.24M Buy
391,409
+7,030
+2% +$157K 0.01% 832
2024
Q3 		$8.91M Sell
384,379
-8,712
-2% -$191K 0.01% 688
2024
Q2 		$7.74M Buy
393,091
+727
+0.2% +$14.2K 0.01% 628
2024
Q1 		$7.66M Sell
392,364
-5,305
-1% -$106K 0.01% 685
2023
Q4 		$8.31M Sell
397,669
-5,247
-1% -$97.5K 0.01% 618
2023
Q3 		$6.95M Sell
402,916
-6,360
-2% -$122K 0.01% 706
2023
Q2 		$7.98M Buy
409,276
+16,113
+4% +$309K 0.01% 605
2023
Q1 		$7.15M Buy
393,163
+34,888
+10% +$699K 0.02% 504
2022
Q4 		$6.9M Sell
358,275
-1,851
-0.5% -$35.6K 0.02% 520
2022
Q3 		$6.67M Buy
360,126
+17,934
+5% +$388K 0.04% 453
2022
Q2 		$7.22M Sell
342,192
-810
-0.2% -$18.6K 0.03% 459
2022
Q1 		$8.51M Buy
343,002
+15,292
+5% +$369K 0.03% 482
2021
Q4 		$8.65M Buy
+327,710
New +$8.08M 0.03% 421

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 $424B AUM 22.94% 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 $11B AUM 18.22% 1-Year Est. Return

National Bank of Canada's SCHH Position: Q1 2026 in Review

National Bank of Canada increased its Schwab US REIT ETF (SCHH) stake by 5.2% in Q1 2026, buying an estimated $387K and bringing the position to 358,572 shares worth $7.71M. The position accounts for 0.01% of the portfolio, ranked #754.

National Bank of Canada first reported a position in SCHH in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.91M in Q3 2024. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • National Bank of Canada held 358,572 shares of Schwab US REIT ETF worth $7.71M as of Q1 2026.
  • National Bank of Canada bought 17,636 Schwab US REIT ETF shares in Q1 2026, an estimated $387K.
  • Schwab US REIT ETF made up 0.01% of National Bank of Canada's portfolio in Q1 2026, its #754 holding.
  • National Bank of Canada first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Schwab US REIT ETF position peaked at $8.91M in Q3 2024.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.