Raleigh Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Raleigh Capital 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	–	Hold	0	–	–	–	582
2026 Q1	–	Hold	0	–	–	–	753
2025 Q4	–	Hold	0	–	–	–	561
2025 Q3	–	Hold	0	–	–	–	525
2025 Q2	–	Hold	0	–	–	–	627
2025 Q1	–	Sell	-17	Closed	-$363	–	559
2024 Q4	$355	Buy	17 +1	+6%	+$22	﹤0.01%	967
2024 Q3	$379	Hold	16	–	–	﹤0.01%	942
2024 Q2	$321	Hold	16	–	–	﹤0.01%	935
2024 Q1	$327	Buy	+16	New	+$321	﹤0.01%	914
2023 Q4	–	Sell	-17	Closed	-$307	–	1172
2023 Q3	$307	Hold	17	–	–	﹤0.01%	912
2023 Q2	$335	Hold	17	–	–	﹤0.01%	803
2023 Q1	$331	Hold	17	–	–	﹤0.01%	816
2022 Q4	$325	Hold	17	–	–	﹤0.01%	744
2022 Q3	$0	Hold	17	–	–	﹤0.01%	837
2022 Q2	$0	Hold	17	–	–	﹤0.01%	653
2022 Q1	$0	Buy	+17	New	+$410	﹤0.01%	670

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Raleigh Capital Management's SCHH Position: Q2 2026 in Review

Raleigh Capital Management held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Raleigh Capital Management first reported a position in SCHH in Q1 2022 and has held it in 11 quarters since. The position peaked at $379 in Q3 2024. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Raleigh Capital Management held 0 shares of Schwab US REIT ETF worth $9 as of Q2 2026.
Raleigh Capital Management left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #582 holding.
Raleigh Capital Management first reported a position in Schwab US REIT ETF in Q1 2022 and has held it in 11 quarters since.
Raleigh Capital Management's Schwab US REIT ETF position peaked at $379 in Q3 2024.
597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.