Osaic Holdings
SCHH icon

Osaic Holdings’s Schwab US REIT ETF SCHH Stock Holding History

Osaic Holdings’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 		$8.14M Buy
343,604
+24,431
+8% +$570K 0.01% 1180
2026
Q1 		$6.86M Buy
319,173
+41,796
+15% +$916K 0.01% 1144
2025
Q4 		$5.79M Buy
277,377
+47,336
+21% +$1M 0.01% 1272
2025
Q3 		$4.96M Buy
230,041
+165,332
+256% +$3.53M 0.01% 1474
2025
Q2 		$1.37M Buy
64,709
+7,708
+14% +$161K ﹤0.01% 2231
2025
Q1 		$1.23M Sell
57,001
-66,259
-54% -$1.42M ﹤0.01% 2063
2024
Q4 		$2.6M Buy
123,260
+20,439
+20% +$457K 0.01% 1468
2024
Q3 		$2.38M Sell
102,821
-6,732
-6% -$147K 0.01% 1551
2024
Q2 		$2.19M Buy
109,553
+18,154
+20% +$354K 0.01% 1551
2024
Q1 		$1.86M Sell
91,399
-387
-0.4% -$7.76K ﹤0.01% 1754
2023
Q4 		$1.9M Sell
91,786
-14,970
-14% -$278K ﹤0.01% 1898
2023
Q3 		$1.9M Buy
106,756
+16,383
+18% +$315K ﹤0.01% 2038
2023
Q2 		$1.77M Buy
90,373
+12,463
+16% +$239K ﹤0.01% 1987
2023
Q1 		$1.52M Sell
77,910
-9,379
-11% -$188K ﹤0.01% 2069
2022
Q4 		$1.68M Sell
87,289
-123,755
-59% -$2.38M ﹤0.01% 1897
2022
Q3 		$3.94M Buy
211,044
+7,377
+4% +$160K 0.01% 1158
2022
Q2 		$4.3M Buy
203,667
+11,713
+6% +$270K 0.01% 1148
2022
Q1 		$4.72M Sell
191,954
-516,648
-73% -$12.5M 0.01% 1244
2021
Q4 		$18.7M Buy
708,602
+382,274
+117% +$9.42M 0.04% 444
2021
Q3 		$7.45M Buy
326,328
+279,688
+600% +$6.67M 0.02% 812
2021
Q2 		$1.07M Buy
46,640
+718
+2% +$16K ﹤0.01% 2302
2021
Q1 		$944K Sell
45,922
-17,356
-27% -$339K ﹤0.01% 2286
2020
Q4 		$1.2M Buy
63,278
+3,066
+5% +$56.7K ﹤0.01% 1878
2020
Q3 		$1.06M Sell
60,212
-14,032
-19% -$252K ﹤0.01% 1781
2020
Q2 		$1.31M Sell
74,244
-538,574
-88% -$9.35M ﹤0.01% 1543
2020
Q1 		$2.4M Buy
+612,818
New +$13.1M 0.01% 976

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

Osaic Holdings's SCHH Position: Q2 2026 in Review

Osaic Holdings increased its Schwab US REIT ETF (SCHH) stake by 7.7% in Q2 2026, buying an estimated $570K and bringing the position to 343,604 shares worth $8.14M. The position accounts for 0.01% of the portfolio, ranked #1180.

Osaic Holdings first reported a position in SCHH in Q1 2020 and has held it in 26 quarters since. The position peaked at $18.7M in Q4 2021. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Osaic Holdings held 343,604 shares of Schwab US REIT ETF worth $8.14M as of Q2 2026.
  • Osaic Holdings bought 24,431 Schwab US REIT ETF shares in Q2 2026, an estimated $570K.
  • Schwab US REIT ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1180 holding.
  • Osaic Holdings first reported a position in Schwab US REIT ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Schwab US REIT ETF position peaked at $18.7M in Q4 2021.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.