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Palisades Hudson Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Palisades Hudson 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
Q1 		$220K Buy
10,243
+295
+3% +$6.47K 0.09% 100
2025
Q4 		$208K Buy
9,948
+394
+4% +$8.35K 0.08% 98
2025
Q3 		$206K Buy
9,554
+49
+0.5% +$1.04K 0.07% 102
2025
Q2 		$201K Buy
+9,505
New +$199K 0.08% 108
2025
Q1 		– Sell
-29,387
Closed -$619K – 106
2024
Q4 		$619K Sell
29,387
-272
-0.9% -$6.08K 0.26% 44
2024
Q3 		$687K Buy
29,659
+322
+1% +$7.05K 0.29% 43
2024
Q2 		$586K Hold
29,337
– – 0.27% 46
2024
Q1 		$596K Buy
29,337
+112
+0.4% +$2.25K 0.27% 47
2023
Q4 		$605K Buy
29,225
+234
+0.8% +$4.35K 0.29% 46
2023
Q3 		$515K Buy
28,991
+160
+0.6% +$3.08K 0.28% 47
2023
Q2 		$563K Buy
28,831
+1,757
+6% +$33.7K 0.29% 44
2023
Q1 		$528K Sell
27,074
-240
-0.9% -$4.81K 0.28% 48
2022
Q4 		$527K Buy
27,314
+157
+0.6% +$3.02K 0.29% 48
2022
Q3 		$508K Buy
27,157
+147
+0.5% +$3.18K 0.31% 41
2022
Q2 		$570K Buy
27,010
+124
+0.5% +$2.85K 0.32% 43
2022
Q1 		$669K Buy
26,886
+24
+0.1% +$579 0.31% 39
2021
Q4 		$708K Sell
26,862
-1,260
-4% -$31.1K 0.3% 39
2021
Q3 		$642K Buy
28,122
+96
+0.3% +$2.29K 0.29% 40
2021
Q2 		$642K Buy
28,026
+3,296
+13% +$73.3K 0.29% 40
2021
Q1 		$508K Buy
24,730
+66
+0.3% +$1.29K 0.24% 50
2020
Q4 		$468K Buy
24,664
+170
+0.7% +$3.15K 0.24% 52
2020
Q3 		$433K Buy
24,494
+2,170
+10% +$39K 0.28% 48
2020
Q2 		$393K Buy
22,324
+102
+0.5% +$1.77K 0.27% 49
2020
Q1 		$364K Sell
22,222
-386
-2% -$8.24K 0.31% 43
2019
Q4 		$520K Buy
22,608
+112
+0.5% +$2.61K 0.33% 41
2019
Q3 		$531K Sell
22,496
-160
-0.7% -$3.67K 0.37% 37
2019
Q2 		$503K Sell
22,656
-250
-1% -$5.58K 0.35% 39
2019
Q1 		$509K Buy
22,906
+894
+4% +$19K 0.33% 35
2018
Q4 		$424K Buy
22,012
+6,264
+40% +$128K 0.25% 51
2018
Q3 		$329K Buy
15,748
+90
+0.6% +$1.9K 0.17% 80
2018
Q2 		$327K Buy
15,658
+1,136
+8% +$22.5K 0.18% 79
2018
Q1 		$278K Buy
14,522
+308
+2% +$5.94K 0.15% 90
2017
Q4 		$296K Buy
14,214
+88
+0.6% +$1.83K 0.16% 84
2017
Q3 		$290K Sell
14,126
-4,692
-25% -$96.7K 0.16% 82
2017
Q2 		$388K Sell
18,818
-728
-4% -$15K 0.23% 55
2017
Q1 		$399K Sell
19,546
-150
-0.8% -$3.07K 0.25% 47
2016
Q4 		$404K Buy
19,696
+2,348
+14% +$47.1K 0.25% 45
2016
Q3 		$370K Sell
17,348
-268
-2% -$5.88K 0.28% 43
2016
Q2 		$383K Sell
17,616
-420
-2% -$8.67K 0.31% 42
2016
Q1 		$373K Buy
18,036
+5,452
+43% +$105K 0.29% 46
2015
Q4 		$249K Buy
12,584
+78
+0.6% +$1.52K 0.21% 75
2015
Q3 		$233K Sell
12,506
-310
-2% -$5.81K 0.21% 73
2015
Q2 		$232K Buy
12,816
+50
+0.4% +$964 0.2% 79
2015
Q1 		$259K Buy
12,766
+1,226
+11% +$25K 0.2% 69
2014
Q4 		$225K Sell
11,540
-974
-8% -$18.2K 0.18% 77
2014
Q3 		$213K Sell
12,514
-278
-2% -$4.95K 0.17% 77
2014
Q2 		$226K Buy
12,792
+40
+0.3% +$693 0.19% 65
2014
Q1 		$211K Buy
+12,752
New +$204K 0.18% 68

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 $10.1B AUM 14.03% 1-Year Est. Return

Palisades Hudson Asset Management's SCHH Position: Q1 2026 in Review

Palisades Hudson Asset Management increased its Schwab US REIT ETF (SCHH) stake by 3% in Q1 2026, buying an estimated $6.47K and bringing the position to 10,243 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #100.

Palisades Hudson Asset Management first reported a position in SCHH in Q1 2014 and has held it in 48 quarters since. The position peaked at $708K in Q4 2021. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Palisades Hudson Asset Management held 10,243 shares of Schwab US REIT ETF worth $220K as of Q1 2026.
  • Palisades Hudson Asset Management bought 295 Schwab US REIT ETF shares in Q1 2026, an estimated $6.47K.
  • Schwab US REIT ETF made up 0.09% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #100 holding.
  • Palisades Hudson Asset Management first reported a position in Schwab US REIT ETF in Q1 2014 and has held it in 48 quarters since.
  • Palisades Hudson Asset Management's Schwab US REIT ETF position peaked at $708K in Q4 2021.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.