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Optima Capital’s Schwab US REIT ETF SCHH Stock Holding History

Optima Capital’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
-427
Closed -$8.92K – 1073
2025
Q4 		$8.92K Buy
+427
New +$9.05K ﹤0.01% 538

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Optima Capital's SCHH Position: Q1 2026 in Review

Optima Capital sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 427 shares — an estimated $8.92K sold.

Optima Capital first reported a position in SCHH in Q4 2025 and held it in 1 quarter. The position peaked at $8.92K in Q4 2025. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Optima Capital reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 427 Schwab US REIT ETF shares in Q1 2026, an estimated $8.92K.
  • Optima Capital first reported a position in Schwab US REIT ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Schwab US REIT ETF position peaked at $8.92K in Q4 2025.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.