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Pine Haven Investment Counsel’s Schwab US REIT ETF SCHH Stock Holding History

Pine Haven Investment Counsel’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 		$606K Buy
25,572
+2,958
+13% +$69K 0.41% 65
2026
Q1 		$486K Buy
22,614
+6,488
+40% +$142K 0.36% 72
2025
Q4 		$337K Buy
16,126
+4,135
+34% +$87.7K 0.24% 86
2025
Q3 		$259K Buy
11,991
+650
+6% +$13.9K 0.19% 103
2025
Q2 		$240K Buy
+11,341
New +$238K 0.19% 101

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

Pine Haven Investment Counsel's SCHH Position: Q2 2026 in Review

Pine Haven Investment Counsel increased its Schwab US REIT ETF (SCHH) stake by 13% in Q2 2026, buying an estimated $69K and bringing the position to 25,572 shares worth $606K. The position accounts for 0.41% of the portfolio, ranked #65.

Pine Haven Investment Counsel first reported a position in SCHH in Q2 2025 and has held it in 5 quarters since. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Pine Haven Investment Counsel held 25,572 shares of Schwab US REIT ETF worth $606K as of Q2 2026.
  • Pine Haven Investment Counsel bought 2,958 Schwab US REIT ETF shares in Q2 2026, an estimated $69K.
  • Schwab US REIT ETF made up 0.41% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #65 holding.
  • Pine Haven Investment Counsel first reported a position in Schwab US REIT ETF in Q2 2025 and has held it in 5 quarters since.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.