Pathstone Holdings
SCHH icon

Pathstone Holdings’s Schwab US REIT ETF SCHH Stock Holding History

Pathstone Holdings’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 		$293K Buy
+12,377
New +$289K ﹤0.01% 2096
2025
Q4 		– Sell
-9,896
Closed -$213K – 2365
2025
Q3 		$213K Buy
+9,896
New +$211K ﹤0.01% 2178
2025
Q2 		– Sell
-17,360
Closed -$372K – 2326
2025
Q1 		$372K Buy
+17,360
New +$371K ﹤0.01% 1852

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

Pathstone Holdings's SCHH Position: Q2 2026 in Review

Pathstone Holdings opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 12,377 shares worth $293K. The stake represents ﹤0.01% of the portfolio and ranks #2096 among its holdings. This is a return to the name: Pathstone Holdings previously reported a position in SCHH as recently as Q3 2025.

Pathstone Holdings first reported a position in SCHH in Q1 2025 and has held it in 3 quarters since. The position peaked at $372K in Q1 2025. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Pathstone Holdings held 12,377 shares of Schwab US REIT ETF worth $293K as of Q2 2026.
  • Schwab US REIT ETF was a new Pathstone Holdings position in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2096 holding.
  • Pathstone Holdings first reported a position in Schwab US REIT ETF in Q1 2025 and has held it in 3 quarters since.
  • Pathstone Holdings's Schwab US REIT ETF position peaked at $372K in Q1 2025.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.