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Park Avenue Securities’s Schwab US REIT ETF SCHH Stock Holding History

Park Avenue Securities’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 		$590K Buy
+24,931
New +$581K ﹤0.01% 1218
2026
Q1 		– Sell
-25,844
Closed -$540K – 1675
2025
Q4 		$540K Buy
25,844
+9,864
+62% +$209K ﹤0.01% 1059
2025
Q3 		$345K Buy
15,980
+5,036
+46% +$107K ﹤0.01% 1356
2025
Q2 		$232K Sell
10,944
-1,351
-11% -$28.3K ﹤0.01% 1379
2025
Q1 		$264K Sell
12,295
-157
-1% -$3.35K ﹤0.01% 1042
2024
Q4 		$262K Sell
12,452
-3,270
-21% -$73.1K ﹤0.01% 1334
2024
Q3 		$364K Sell
15,722
-2,009
-11% -$44K ﹤0.01% 1103
2024
Q2 		$354K Buy
17,731
+189
+1% +$3.69K ﹤0.01% 1118
2024
Q1 		$356K Buy
17,542
+709
+4% +$14.2K ﹤0.01% 1102
2023
Q4 		$349K Buy
16,833
+406
+2% +$7.54K ﹤0.01% 1049
2023
Q3 		$292K Buy
16,427
+276
+2% +$5.31K ﹤0.01% 1064
2023
Q2 		$315K Buy
16,151
+4,750
+42% +$91.1K 0.01% 683
2023
Q1 		$222K Sell
11,401
-11,374
-50% -$228K ﹤0.01% 690
2022
Q4 		$439K Buy
22,775
+3,192
+16% +$61.4K 0.01% 826
2022
Q3 		$366K Buy
19,583
+5,964
+44% +$129K 0.01% 837
2022
Q2 		$287K Buy
13,619
+5,176
+61% +$119K 0.01% 933
2022
Q1 		$210K Buy
+8,443
New +$204K ﹤0.01% 1077

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

Park Avenue Securities's SCHH Position: Q2 2026 in Review

Park Avenue Securities opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 24,931 shares worth $590K. The stake represents ﹤0.01% of the portfolio and ranks #1218 among its holdings. This is a return to the name: Park Avenue Securities previously reported a position in SCHH as recently as Q4 2025.

Park Avenue Securities first reported a position in SCHH in Q1 2022 and has held it in 17 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Park Avenue Securities held 24,931 shares of Schwab US REIT ETF worth $590K as of Q2 2026.
  • Schwab US REIT ETF was a new Park Avenue Securities position in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1218 holding.
  • Park Avenue Securities first reported a position in Schwab US REIT ETF in Q1 2022 and has held it in 17 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.