PGAM
SCHH icon

Princeton Global Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Princeton Global Asset Management’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
-30
Closed -$645 – 882
2026
Q1 		$645 Buy
+30
New +$658 ﹤0.01% 803
2025
Q1 		– Sell
-154
Closed -$3.25K – 653
2024
Q4 		$3.25K Buy
154
+1
+0.7% +$22 ﹤0.01% 568
2024
Q3 		$3.54K Sell
153
-26
-15% -$569 ﹤0.01% 577
2024
Q2 		$3.58K Buy
179
+29
+19% +$566 ﹤0.01% 555
2024
Q1 		$3.05K Hold
150
– – ﹤0.01% 516
2023
Q4 		$3.1K Sell
150
-231
-61% -$4.29K ﹤0.01% 528
2023
Q3 		$6.77K Sell
381
-48
-11% -$924 ﹤0.01% 446
2023
Q2 		$8.38K Buy
429
+4
+0.9% +$77 ﹤0.01% 427
2023
Q1 		$8.28K Sell
425
-449
-51% -$8.99K ﹤0.01% 429
2022
Q4 		$17K Buy
874
+437
+100% +$8.41K 0.01% 345
2022
Q3 		$8K Buy
437
+3
+0.7% +$65 ﹤0.01% 414
2022
Q2 		$9K Buy
434
+3
+0.7% +$69 ﹤0.01% 417
2022
Q1 		$11K Sell
431
-3
-0.7% -$72 ﹤0.01% 436
2021
Q4 		$11K Buy
434
+4
+0.9% +$99 ﹤0.01% 402
2021
Q3 		$10K Buy
430
+2
+0.5% +$48 ﹤0.01% 408
2021
Q2 		$10K Buy
428
+2
+0.5% +$44 ﹤0.01% 415
2021
Q1 		$9K Buy
426
+2
+0.5% +$39 ﹤0.01% 392
2020
Q4 		$8K Sell
424
-1,914
-82% -$35.4K ﹤0.01% 405
2020
Q3 		$41K Sell
2,338
-442
-16% -$7.95K 0.02% 230
2020
Q2 		$48K Sell
2,780
-942
-25% -$16.4K 0.02% 258
2020
Q1 		$61K Sell
3,722
-6,616
-64% -$141K 0.03% 218
2019
Q4 		$238K Buy
10,338
+410
+4% +$9.55K 0.1% 148
2019
Q3 		$232K Buy
9,928
+3,104
+45% +$71.2K 0.13% 142
2019
Q2 		$152K Sell
6,824
-1,090
-14% -$24.3K 0.09% 155
2019
Q1 		$175K Sell
7,914
-274
-3% -$5.82K 0.12% 140
2018
Q4 		$158K Buy
+8,188
New +$167K 0.14% 124

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

Princeton Global Asset Management's SCHH Position: Q2 2026 in Review

Princeton Global Asset Management sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 30 shares — an estimated $645 sold.

Princeton Global Asset Management first reported a position in SCHH in Q4 2018 and held it in 26 quarters. The position peaked at $238K in Q4 2019. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Princeton Global Asset Management reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Princeton Global Asset Management sold 30 Schwab US REIT ETF shares in Q2 2026, an estimated $645.
  • Princeton Global Asset Management first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 26 quarters.
  • Princeton Global Asset Management's Schwab US REIT ETF position peaked at $238K in Q4 2019.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.