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Peloton Wealth Strategists’s Schwab US REIT ETF SCHH Stock Holding History

Peloton Wealth Strategists’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
Q1 		$1.05M Buy
+49,028
New +$1.07M 0.43% 61
2025
Q1 		– Sell
-79,271
Closed -$1.67M – 99
2024
Q4 		$1.67M Sell
79,271
-684
-0.9% -$15.3K 0.67% 53
2024
Q3 		$1.85M Buy
79,955
+3,890
+5% +$85.1K 0.74% 49
2024
Q2 		$1.52M Sell
76,065
-737
-1% -$14.4K 0.62% 53
2024
Q1 		$1.56M Sell
76,802
-3,280
-4% -$65.8K 0.63% 55
2023
Q4 		$1.66M Sell
80,082
-1,931
-2% -$35.9K 0.72% 51
2023
Q3 		$1.46M Sell
82,013
-841
-1% -$16.2K 0.67% 56
2023
Q2 		$1.62M Buy
82,854
+7,309
+10% +$140K 0.72% 53
2023
Q1 		$1.47M Buy
+75,545
New +$1.51M 0.67% 53
2022
Q1 		– Sell
-8,556
Closed -$225K – 91
2021
Q4 		$225K Sell
8,556
-62,788
-88% -$1.55M 0.09% 87
2021
Q3 		$1.63M Sell
71,344
-472
-0.7% -$11.3K 0.67% 55
2021
Q2 		$1.64M Buy
71,816
+1,190
+2% +$26.5K 0.68% 53
2021
Q1 		$1.45M Buy
70,626
+6,764
+11% +$132K 0.68% 52
2020
Q4 		$1.21M Buy
+63,862
New +$1.18M 0.6% 50

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Peloton Wealth Strategists's SCHH Position: Q1 2026 in Review

Peloton Wealth Strategists opened a new position in Schwab US REIT ETF (SCHH) in Q1 2026: 49,028 shares worth $1.05M. The stake represents 0.43% of the portfolio and ranks #61 among its holdings. This is a return to the name: Peloton Wealth Strategists previously reported a position in SCHH as recently as Q4 2024.

Peloton Wealth Strategists first reported a position in SCHH in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.85M in Q3 2024. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Peloton Wealth Strategists held 49,028 shares of Schwab US REIT ETF worth $1.05M as of Q1 2026.
  • Schwab US REIT ETF was a new Peloton Wealth Strategists position in Q1 2026.
  • Schwab US REIT ETF made up 0.43% of Peloton Wealth Strategists's portfolio in Q1 2026, its #61 holding.
  • Peloton Wealth Strategists first reported a position in Schwab US REIT ETF in Q4 2020 and has held it in 14 quarters since.
  • Peloton Wealth Strategists's Schwab US REIT ETF position peaked at $1.85M in Q3 2024.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.