Patriot Investment Management Group’s Schwab US REIT ETF SCHH Stock Holding History

Patriot Investment Management Group’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	$2.06M	Sell	87,137 -194	-0.2%	-$4.52K	0.12%	73
2026 Q1	$1.88M	Sell	87,331 -4,260	-5%	-$93.4K	0.12%	78
2025 Q4	$1.91M	Buy	91,591 +633	+0.7%	+$13.4K	0.12%	75
2025 Q3	$1.96M	Buy	90,958 +590	+0.7%	+$12.6K	0.13%	72
2025 Q2	$1.91M	Sell	90,368 -980	-1%	-$20.5K	0.13%	68
2025 Q1	$1.96M	Sell	91,348 -4,669	-5%	-$99.8K	0.15%	66
2024 Q4	$2.02M	Sell	96,017 -2,548	-3%	-$56.9K	0.15%	65
2024 Q3	$2.28M	Sell	98,565 -1,468	-1%	-$32.1K	0.17%	61
2024 Q2	$2M	Buy	100,033 +3,075	+3%	+$60K	0.16%	63
2024 Q1	$1.97M	Sell	96,958 -1,895	-2%	-$38K	0.16%	65
2023 Q4	$2.05M	Sell	98,853 -19,397	-16%	-$360K	0.17%	63
2023 Q3	$2.1M	Sell	118,250 -17,281	-13%	-$333K	0.19%	57
2023 Q2	$2.65M	Buy	135,531 +16,488	+14%	+$316K	0.22%	56
2023 Q1	$2.32M	Sell	119,043 -12,713	-10%	-$255K	0.2%	63
2022 Q4	$2.77M	Buy	131,756 +15,552	+13%	+$299K	0.24%	53
2022 Q3	$2.17M	Sell	116,204 -11,425	-9%	-$247K	0.22%	61
2022 Q2	$2.69M	Buy	127,629 +30,176	+31%	+$694K	0.26%	53
2022 Q1	$2.42M	Sell	97,453 -1,129	-1%	-$27.2K	0.21%	58
2021 Q4	$2.6M	Buy	98,582 +492	+0.5%	+$12.1K	0.22%	55
2021 Q3	$2.24M	Sell	98,090 -2,624	-3%	-$62.6K	0.2%	61
2021 Q2	$2.31M	Buy	100,714 +804	+0.8%	+$17.9K	0.21%	58
2021 Q1	$2.05M	Buy	99,910 +70,628	+241%	+$1.38M	0.2%	65
2020 Q4	$555K	Sell	29,282 -63,876	-69%	-$1.18M	0.08%	111
2020 Q3	$1.65M	Sell	93,158 -10,222	-10%	-$184K	0.2%	63
2020 Q2	$1.82M	Buy	103,380 +3,876	+4%	+$67.3K	0.23%	57
2020 Q1	$1.63M	Sell	99,504 -31,726	-24%	-$677K	0.25%	55
2019 Q4	$3.02M	Sell	131,230 -1,064	-0.8%	-$24.8K	0.39%	44
2019 Q3	$3.12M	Buy	132,294 +2,922	+2%	+$67K	0.43%	42
2019 Q2	$2.87M	Buy	129,372 +4,656	+4%	+$104K	0.4%	43
2019 Q1	$2.77M	Buy	+124,716	New	+$2.65M	0.41%	43

Other funds holding SCHH

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Patriot Investment Management Group's SCHH Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Schwab US REIT ETF (SCHH) stake by 0.22% in Q2 2026, selling an estimated $4.52K and leaving 87,137 shares worth $2.06M. The position accounts for 0.12% of the portfolio, ranked #73.

Patriot Investment Management Group first reported a position in SCHH in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.12M in Q3 2019. 249 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Patriot Investment Management Group held 87,137 shares of Schwab US REIT ETF worth $2.06M as of Q2 2026.
Patriot Investment Management Group sold 194 Schwab US REIT ETF shares in Q2 2026, an estimated $4.52K.
Schwab US REIT ETF made up 0.12% of Patriot Investment Management Group's portfolio in Q2 2026, its #73 holding.
Patriot Investment Management Group first reported a position in Schwab US REIT ETF in Q1 2019 and has held it in 30 quarters since.
Patriot Investment Management Group's Schwab US REIT ETF position peaked at $3.12M in Q3 2019.
249 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.