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&Partners’s Schwab US REIT ETF SCHH Stock Holding History

&Partners’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 		– Sell
-12,858
Closed -$272K – 2559
2026
Q1 		$272K Sell
12,858
-26,107
-67% -$572K ﹤0.01% 2057
2025
Q4 		$814K Buy
+38,965
New +$826K ﹤0.01% 1334

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

&Partners's SCHH Position: Q2 2026 in Review

&Partners sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 12,858 shares — an estimated $272K sold.

&Partners first reported a position in SCHH in Q4 2025 and held it in 2 quarters. The position peaked at $814K in Q4 2025. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • &Partners reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • &Partners sold 12,858 Schwab US REIT ETF shares in Q2 2026, an estimated $272K.
  • &Partners first reported a position in Schwab US REIT ETF in Q4 2025 and held it in 2 quarters.
  • &Partners's Schwab US REIT ETF position peaked at $814K in Q4 2025.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.