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Private Trust Company’s Schwab US REIT ETF SCHH Stock Holding History

Private Trust Company’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 		$92.3K Buy
3,896
+441
+13% +$10.3K 0.01% 1102
2026
Q1 		$74.2K Sell
3,455
-279
-7% -$6.12K 0.01% 1135
2025
Q4 		$78K Hold
3,734
– – 0.01% 1114
2025
Q3 		$80.5K Buy
3,734
+1,435
+62% +$30.6K 0.01% 1085
2025
Q2 		$48.6K Hold
2,299
– – ﹤0.01% 1226
2025
Q1 		$49.5K Hold
2,299
– – 0.01% 1202
2024
Q4 		$48.4K Sell
2,299
-138
-6% -$3.08K 0.01% 1178
2024
Q3 		$56.5K Hold
2,437
– – 0.01% 1099
2024
Q2 		$48.7K Buy
+2,437
New +$47.5K 0.01% 1129
2022
Q4 		– Sell
-86
Closed -$2K – 2261
2022
Q3 		$2K Buy
+86
New +$1.86K ﹤0.01% 1905

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

Private Trust Company's SCHH Position: Q2 2026 in Review

Private Trust Company increased its Schwab US REIT ETF (SCHH) stake by 13% in Q2 2026, buying an estimated $10.3K and bringing the position to 3,896 shares worth $92.3K. The position accounts for 0.01% of the portfolio, ranked #1102.

Private Trust Company first reported a position in SCHH in Q3 2022 and has held it in 10 quarters since. 589 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Private Trust Company held 3,896 shares of Schwab US REIT ETF worth $92.3K as of Q2 2026.
  • Private Trust Company bought 441 Schwab US REIT ETF shares in Q2 2026, an estimated $10.3K.
  • Schwab US REIT ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1102 holding.
  • Private Trust Company first reported a position in Schwab US REIT ETF in Q3 2022 and has held it in 10 quarters since.
  • 589 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.