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Pacific Capital Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Pacific Capital Wealth Advisors’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 		$699K Sell
29,511
-61,593
-68% -$1.44M 0.11% 51
2026
Q1 		$1.96M Sell
91,104
-8,812
-9% -$193K 0.33% 26
2025
Q4 		$2.09M Hold
99,916
– – 0.36% 25
2025
Q3 		$2.16M Sell
99,916
-18,222
-15% -$389K 0.37% 26
2025
Q2 		$2.5M Sell
118,138
-6,156
-5% -$129K 0.46% 21
2025
Q1 		$2.67M Hold
124,294
– – 0.46% 24
2024
Q4 		$2.62M Hold
124,294
– – 0.44% 26
2024
Q3 		$2.88M Hold
124,294
– – 0.48% 26
2024
Q2 		$2.48M Buy
124,294
+15,847
+15% +$309K 0.45% 25
2024
Q1 		$2.2M Hold
108,447
– – 0.52% 26
2023
Q4 		$2.25M Buy
108,447
+3,678
+4% +$68.4K 0.57% 26
2023
Q3 		$1.86M Sell
104,769
-58,408
-36% -$1.12M 0.52% 31
2023
Q2 		$3.19M Sell
163,177
-7,399
-4% -$142K 0.81% 25
2023
Q1 		$3.33M Hold
170,576
– – 0.86% 25
2022
Q4 		$3.29M Buy
+170,576
New +$3.28M 0.85% 26

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

Pacific Capital Wealth Advisors's SCHH Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its Schwab US REIT ETF (SCHH) stake by 68% in Q2 2026, selling an estimated $1.44M and leaving 29,511 shares worth $699K. The position accounts for 0.11% of the portfolio, ranked #51.

Pacific Capital Wealth Advisors first reported a position in SCHH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.33M in Q1 2023. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Pacific Capital Wealth Advisors held 29,511 shares of Schwab US REIT ETF worth $699K as of Q2 2026.
  • Pacific Capital Wealth Advisors sold 61,593 Schwab US REIT ETF shares in Q2 2026, an estimated $1.44M.
  • Schwab US REIT ETF made up 0.11% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Pacific Capital Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • Pacific Capital Wealth Advisors's Schwab US REIT ETF position peaked at $3.33M in Q1 2023.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.