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Prime Capital Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Prime Capital Investment Advisors’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 		– Sell
-9,338
Closed -$201K – 1130
2026
Q1 		$201K Buy
+9,338
New +$205K ﹤0.01% 982
2025
Q2 		– Sell
-164,539
Closed -$3.54M – 1094
2025
Q1 		$3.54M Buy
164,539
+152,995
+1,325% +$3.27M 0.04% 277
2024
Q4 		$243K Sell
11,544
-6,611
-36% -$148K ﹤0.01% 791
2024
Q3 		$421K Sell
18,155
-5,929
-25% -$130K 0.01% 634
2024
Q2 		$481K Sell
24,084
-108,860
-82% -$2.12M 0.01% 589
2024
Q1 		$2.7M Buy
132,944
+114,336
+614% +$2.29M 0.04% 295
2023
Q4 		$385K Sell
18,608
-1,023
-5% -$19K 0.01% 659
2023
Q3 		$348K Sell
19,631
-36,107
-65% -$695K 0.01% 547
2023
Q2 		$1.09M Buy
+55,738
New +$1.07M 0.02% 345
2022
Q2 		– Sell
-11,650
Closed -$614K – 430
2022
Q1 		$614K Sell
11,650
-11,650
-50% -$281K 0.03% 213
2021
Q4 		$614K Buy
+23,300
New +$574K 0.03% 216
2021
Q2 		– Sell
-3,992
Closed -$82K – 513
2021
Q1 		$82K Sell
3,992
-128
-3% -$2.5K 0.01% 294
2020
Q4 		$78K Sell
4,120
-588
-12% -$10.9K 0.01% 291
2020
Q3 		$83K Sell
4,708
-1,536
-25% -$27.6K 0.01% 286
2020
Q2 		$110K Sell
6,244
-33,436
-84% -$581K 0.01% 270
2020
Q1 		$650K Sell
39,680
-88,684
-69% -$1.89M 0.08% 136
2019
Q4 		$2.95M Sell
128,364
-77,150
-38% -$1.8M 0.34% 71
2019
Q3 		$4.85M Sell
205,514
-59,560
-22% -$1.37M 0.75% 33
2019
Q2 		$5.89M Buy
+265,074
New +$5.92M 1.07% 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

Prime Capital Investment Advisors's SCHH Position: Q2 2026 in Review

Prime Capital Investment Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 9,338 shares — an estimated $201K sold.

Prime Capital Investment Advisors first reported a position in SCHH in Q2 2019 and held it in 19 quarters. The position peaked at $5.89M in Q2 2019. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Prime Capital Investment Advisors reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 9,338 Schwab US REIT ETF shares in Q2 2026, an estimated $201K.
  • Prime Capital Investment Advisors first reported a position in Schwab US REIT ETF in Q2 2019 and held it in 19 quarters.
  • Prime Capital Investment Advisors's Schwab US REIT ETF position peaked at $5.89M in Q2 2019.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.