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NWAM LLC’s Schwab US REIT ETF SCHH Stock Holding History

NWAM LLC’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 		$482K Buy
20,343
+903
+5% +$21.1K 0.02% 458
2026
Q1 		$418K Sell
19,440
-12
-0.1% -$263 0.02% 444
2025
Q4 		$407K Sell
19,452
-304
-2% -$6.45K 0.02% 437
2025
Q3 		$427K Buy
19,756
+381
+2% +$8.13K 0.02% 449
2025
Q2 		$410K Buy
+19,375
New +$406K 0.02% 437
2025
Q1 		– Sell
-18,731
Closed -$394K – 587
2024
Q4 		$394K Sell
18,731
-2,406
-11% -$53.8K 0.02% 429
2024
Q3 		$490K Buy
+21,137
New +$463K 0.03% 384
2024
Q2 		– Sell
-19,818
Closed -$399K – 445
2024
Q1 		$399K Buy
19,818
+4,168
+27% +$83.6K 0.03% 378
2023
Q4 		$324K Buy
+15,650
New +$291K 0.03% 420
2023
Q3 		– Sell
-19,911
Closed -$389K – 538
2023
Q2 		$389K Buy
+19,911
New +$382K 0.03% 371
2023
Q1 		– Sell
-22,975
Closed -$443K – 538
2022
Q4 		$443K Buy
22,975
+11,501
+100% +$221K 0.04% 332
2022
Q3 		$214K Sell
11,474
-5,124
-31% -$111K 0.02% 449
2022
Q2 		$351K Buy
16,598
+5,124
+45% +$118K 0.03% 376
2022
Q1 		$286K Sell
11,474
-810
-7% -$19.5K 0.02% 432
2021
Q4 		$324K Sell
12,284
-2,986
-20% -$73.6K 0.03% 404
2021
Q3 		$349K Sell
15,270
-184
-1% -$4.39K 0.03% 380
2021
Q2 		$354K Buy
15,454
+600
+4% +$13.3K 0.03% 356
2021
Q1 		$305K Buy
14,854
+902
+6% +$17.6K 0.03% 380
2020
Q4 		$265K Buy
+13,952
New +$258K 0.03% 368
2020
Q3 		– Sell
-13,924
Closed -$245K – 395
2020
Q2 		$245K Buy
+13,924
New +$242K 0.03% 352

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

NWAM LLC's SCHH Position: Q2 2026 in Review

NWAM LLC increased its Schwab US REIT ETF (SCHH) stake by 4.6% in Q2 2026, buying an estimated $21.1K and bringing the position to 20,343 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #458.

NWAM LLC first reported a position in SCHH in Q2 2020 and has held it in 20 quarters since. The position peaked at $490K in Q3 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • NWAM LLC held 20,343 shares of Schwab US REIT ETF worth $482K as of Q2 2026.
  • NWAM LLC bought 903 Schwab US REIT ETF shares in Q2 2026, an estimated $21.1K.
  • Schwab US REIT ETF made up 0.02% of NWAM LLC's portfolio in Q2 2026, its #458 holding.
  • NWAM LLC first reported a position in Schwab US REIT ETF in Q2 2020 and has held it in 20 quarters since.
  • NWAM LLC's Schwab US REIT ETF position peaked at $490K in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.