OSAM
SCHH icon

O'Shaughnessy Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

O'Shaughnessy Asset Management’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 		$198K Buy
8,366
+3,262
+64% +$76.1K ﹤0.01% 2038
2026
Q1 		$110K Buy
5,104
+543
+12% +$11.9K ﹤0.01% 2105
2025
Q4 		$95.3K Buy
4,561
+914
+25% +$19.4K ﹤0.01% 2136
2025
Q3 		$78.7K Buy
3,647
+1,062
+41% +$22.6K ﹤0.01% 2135
2025
Q2 		$54.7K Buy
2,585
+699
+37% +$14.6K ﹤0.01% 2023
2025
Q1 		$40.6K Buy
1,886
+706
+60% +$15.1K ﹤0.01% 2007
2024
Q4 		$24.9K Buy
1,180
+137
+13% +$3.06K ﹤0.01% 1991
2024
Q3 		$23.6K Sell
1,043
-3
-0.3% -$66 ﹤0.01% 1941
2024
Q2 		$20.9K Buy
1,046
+187
+22% +$3.65K ﹤0.01% 1792
2024
Q1 		$17.4K Sell
859
-35
-4% -$702 ﹤0.01% 1742
2023
Q4 		$18.5K Hold
894
– – ﹤0.01% 1614
2023
Q3 		$15.9K Buy
894
+600
+204% +$11.5K ﹤0.01% 1522
2023
Q2 		$5.74K Buy
294
+32
+12% +$614 ﹤0.01% 1459
2023
Q1 		$5.11K Sell
262
-8
-3% -$160 ﹤0.01% 1442
2022
Q4 		$5.21K Sell
270
-30
-10% -$577 ﹤0.01% 1356
2022
Q3 		$6K Buy
300
+38
+15% +$822 ﹤0.01% 1308
2022
Q2 		$6K Hold
262
– – ﹤0.01% 1228
2022
Q1 		$7K Hold
262
– – ﹤0.01% 1240
2021
Q4 		$7K Hold
262
– – ﹤0.01% 1240
2021
Q3 		$6K Hold
262
– – ﹤0.01% 2294
2021
Q2 		$6K Hold
262
– – ﹤0.01% 2112
2021
Q1 		$5K Buy
+262
New +$5.13K ﹤0.01% 1938

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 22.9% 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

O'Shaughnessy Asset Management's SCHH Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Schwab US REIT ETF (SCHH) stake by 64% in Q2 2026, buying an estimated $76.1K and bringing the position to 8,366 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

O'Shaughnessy Asset Management first reported a position in SCHH in Q1 2021 and has held it in 22 quarters since. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • O'Shaughnessy Asset Management held 8,366 shares of Schwab US REIT ETF worth $198K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 3,262 Schwab US REIT ETF shares in Q2 2026, an estimated $76.1K.
  • Schwab US REIT ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2038 holding.
  • O'Shaughnessy Asset Management first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 22 quarters since.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.