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Passive Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Passive Capital 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 		$6.26M Sell
299,841
-12,024
-4% -$280K 1.96% 12
2026
Q1 		$6.7M Buy
311,865
+12,024
+4% +$264K 2% 12
2025
Q4 		$6.26M Buy
299,841
+18,101
+6% +$384K 1.96% 12
2025
Q3 		$6.08M Buy
281,740
+12,487
+5% +$266K 1.98% 12
2025
Q2 		$5.73M Buy
269,253
+14,917
+6% +$313K 1.78% 13
2025
Q1 		$5.47M Buy
254,336
+34,257
+16% +$732K 1.73% 14
2024
Q4 		$4.63M Buy
220,079
+9,214
+4% +$206K 1.63% 14
2024
Q3 		$4.89M Buy
210,865
+1,387
+0.7% +$30.4K 1.71% 13
2024
Q2 		$4.18M Buy
209,478
+33,295
+19% +$649K 1.55% 14
2024
Q1 		$3.58M Buy
176,183
+475
+0.3% +$9.52K 1.4% 15
2023
Q4 		$3.64M Buy
175,708
+66,682
+61% +$1.24M 1.48% 15
2023
Q3 		$1.94M Buy
109,026
+552
+0.5% +$10.6K 0.87% 18
2023
Q2 		$2.12M Buy
108,474
+661
+0.6% +$12.7K 0.9% 18
2023
Q1 		$2.1M Buy
107,813
+3,963
+4% +$79.4K 0.92% 18
2022
Q4 		$2M Sell
103,850
-111,232
-52% -$2.14M 0.91% 18
2022
Q3 		$4.02M Buy
215,082
+30,260
+16% +$655K 2.12% 13
2022
Q2 		$3.9M Buy
184,822
+55,814
+43% +$1.28M 1.98% 12
2022
Q1 		$3.21M Buy
129,008
+86,118
+201% +$2.08M 1.72% 13
2021
Q4 		$1.13M Buy
+42,890
New +$1.06M 0.64% 21

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

Passive Capital Management's SCHH Position: Q2 2026 in Review

Passive Capital Management reduced its Schwab US REIT ETF (SCHH) stake by 3.9% in Q2 2026, selling an estimated $280K and leaving 299,841 shares worth $6.26M. The position accounts for 1.96% of the portfolio, ranked #12.

Passive Capital Management first reported a position in SCHH in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.7M in Q1 2026. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Passive Capital Management held 299,841 shares of Schwab US REIT ETF worth $6.26M as of Q2 2026.
  • Passive Capital Management sold 12,024 Schwab US REIT ETF shares in Q2 2026, an estimated $280K.
  • Schwab US REIT ETF made up 1.96% of Passive Capital Management's portfolio in Q2 2026, its #12 holding.
  • Passive Capital Management first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • Passive Capital Management's Schwab US REIT ETF position peaked at $6.7M in Q1 2026.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.