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NewEdge Advisors’s Schwab US REIT ETF SCHH Stock Holding History

NewEdge Advisors’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 		$1.19M Buy
50,346
+1,016
+2% +$23.7K ﹤0.01% 1550
2026
Q1 		$1.06M Sell
49,330
-1,223
-2% -$26.8K ﹤0.01% 1471
2025
Q4 		$1.06M Buy
50,553
+49,670
+5,625% +$1.05M ﹤0.01% 1455
2025
Q3 		$19K Sell
883
-458
-34% -$9.77K ﹤0.01% 3141
2025
Q2 		$28.4K Buy
1,341
+17
+1% +$356 ﹤0.01% 2845
2025
Q1 		$28.5K Buy
1,324
+1,004
+314% +$21.5K ﹤0.01% 2739
2024
Q4 		$6.74K Sell
320
-149
-32% -$3.33K ﹤0.01% 3151
2024
Q3 		$10.9K Buy
469
+160
+52% +$3.5K ﹤0.01% 2912
2024
Q2 		$6.17K Buy
309
+28
+10% +$546 ﹤0.01% 3022
2024
Q1 		$5.71K Sell
281
-2,658
-90% -$53.3K ﹤0.01% 3090
2023
Q4 		$60.9K Buy
2,939
+1,122
+62% +$20.9K ﹤0.01% 2156
2023
Q3 		$32.3K Sell
1,817
-472
-21% -$9.08K ﹤0.01% 2232
2023
Q2 		$44.7K Sell
2,289
-783
-25% -$15K ﹤0.01% 2117
2023
Q1 		$59.9K Sell
3,072
-886
-22% -$17.7K ﹤0.01% 1923
2022
Q4 		$49.2K Buy
+3,958
New +$76.2K ﹤0.01% 1724

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

NewEdge Advisors's SCHH Position: Q2 2026 in Review

NewEdge Advisors increased its Schwab US REIT ETF (SCHH) stake by 2.1% in Q2 2026, buying an estimated $23.7K and bringing the position to 50,346 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

NewEdge Advisors first reported a position in SCHH in Q4 2022 and has held it in 15 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • NewEdge Advisors held 50,346 shares of Schwab US REIT ETF worth $1.19M as of Q2 2026.
  • NewEdge Advisors bought 1,016 Schwab US REIT ETF shares in Q2 2026, an estimated $23.7K.
  • Schwab US REIT ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1550 holding.
  • NewEdge Advisors first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.