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NBC Securities’s Schwab US REIT ETF SCHH Stock Holding History

NBC Securities’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 		$52.7K Sell
2,227
-436
-16% -$10.2K ﹤0.01% 1272
2026
Q1 		$57.2K Sell
2,663
-272
-9% -$5.96K ﹤0.01% 1269
2025
Q4 		$61.3K Buy
2,935
+1,820
+163% +$38.6K ﹤0.01% 1264
2025
Q3 		$24.1K Buy
1,115
+6
+0.5% +$128 ﹤0.01% 1659
2025
Q2 		$23K Buy
1,109
+7
+0.6% +$147 ﹤0.01% 1661
2025
Q1 		$23K Buy
1,102
+1,101
+110,100% +$23.5K ﹤0.01% 1442
2024
Q4 		$23 Sell
1
-1,087
-100% -$24.3K ﹤0.01% 1136
2024
Q3 		$25K Buy
1,088
+13
+1% +$284 ﹤0.01% 1423
2024
Q2 		$21K Hold
1,075
– – ﹤0.01% 1443
2024
Q1 		$21K Buy
1,075
+5
+0.5% +$100 ﹤0.01% 1458
2023
Q4 		$22K Buy
1,070
+9
+0.8% +$167 ﹤0.01% 1451
2023
Q3 		$18K Buy
+1,061
New +$20.4K ﹤0.01% 1499

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

NBC Securities's SCHH Position: Q2 2026 in Review

NBC Securities reduced its Schwab US REIT ETF (SCHH) stake by 16% in Q2 2026, selling an estimated $10.2K and leaving 2,227 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

NBC Securities first reported a position in SCHH in Q3 2023 and has held it in 12 quarters since. The position peaked at $61.3K in Q4 2025. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • NBC Securities held 2,227 shares of Schwab US REIT ETF worth $52.7K as of Q2 2026.
  • NBC Securities sold 436 Schwab US REIT ETF shares in Q2 2026, an estimated $10.2K.
  • Schwab US REIT ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1272 holding.
  • NBC Securities first reported a position in Schwab US REIT ETF in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Schwab US REIT ETF position peaked at $61.3K in Q4 2025.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.