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North Forty Two & Co’s Schwab US REIT ETF SCHH Stock Holding History

North Forty Two & Co’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 		$1.04M Hold
43,824
– – 0.88% 32
2026
Q1 		$942K Hold
43,824
– – 0.87% 34
2025
Q4 		$915K Sell
43,824
-600
-1% -$12.7K 0.86% 33
2025
Q3 		$958K Sell
44,424
-812
-2% -$17.3K 0.94% 33
2025
Q2 		$957K Sell
45,236
-192
-0.4% -$4.02K 1.02% 31
2025
Q1 		$977K Hold
45,428
– – 1.08% 28
2024
Q4 		$957K Buy
+45,428
New +$1.02M 1.1% 30

Other funds holding SCHH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

North Forty Two & Co's SCHH Position: Q2 2026 in Review

North Forty Two & Co held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 43,824 shares worth $1.04M. The position accounts for 0.88% of the portfolio, ranked #32.

North Forty Two & Co first reported a position in SCHH in Q4 2024 and has held it in 7 quarters since. 327 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • North Forty Two & Co held 43,824 shares of Schwab US REIT ETF worth $1.04M as of Q2 2026.
  • North Forty Two & Co left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.88% of North Forty Two & Co's portfolio in Q2 2026, its #32 holding.
  • North Forty Two & Co first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 327 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on North Forty Two & Co's 13F filing for Q2 2026, filed 24 Jul 2026.