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Natixis’s Schwab US REIT ETF SCHH Stock Holding History

Natixis’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 		– Sell
-23,601
Closed -$496K – 1292
2025
Q4 		$496K Buy
23,601
+470
+2% +$9.97K ﹤0.01% 840
2025
Q3 		$495K Hold
23,131
– – ﹤0.01% 787
2025
Q2 		$483K Sell
23,131
-1,331
-5% -$27.9K ﹤0.01% 713
2025
Q1 		$525K Buy
24,462
+2
+0% +$43 ﹤0.01% 653
2024
Q4 		$507K Sell
24,460
-62
-0.3% -$1.39K ﹤0.01% 708
2024
Q3 		$566K Buy
24,522
+62
+0.3% +$1.36K ﹤0.01% 621
2024
Q2 		$486K Sell
24,460
-162
-0.7% -$3.16K ﹤0.01% 624
2024
Q1 		$499K Buy
24,622
+1,430
+6% +$28.7K ﹤0.01% 631
2023
Q4 		$482K Buy
23,192
+547
+2% +$10.2K ﹤0.01% 619
2023
Q3 		$403K Hold
22,645
– – ﹤0.01% 641
2023
Q2 		$439K Hold
22,645
– – ﹤0.01% 658
2023
Q1 		$436K Hold
22,645
– – ﹤0.01% 646
2022
Q4 		$437K Buy
+22,645
New +$436K ﹤0.01% 733

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 22.9% 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

Natixis's SCHH Position: Q1 2026 in Review

Natixis sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 23,601 shares — an estimated $496K sold.

Natixis first reported a position in SCHH in Q4 2022 and held it in 13 quarters. The position peaked at $566K in Q3 2024. 570 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Natixis reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Natixis sold 23,601 Schwab US REIT ETF shares in Q1 2026, an estimated $496K.
  • Natixis first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 13 quarters.
  • Natixis's Schwab US REIT ETF position peaked at $566K in Q3 2024.
  • 570 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Natixis's 13F filing for Q1 2026, filed 14 May 2026.