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Rinkey Investments’s Schwab US REIT ETF SCHH Stock Holding History

Rinkey Investments’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 		$338K Sell
14,263
-297
-2% -$6.92K 0.08% 96
2026
Q1 		$313K Hold
14,560
– – 0.08% 95
2025
Q4 		$304K Hold
14,560
– – 0.08% 105
2025
Q3 		$314K Buy
+14,560
New +$311K 0.08% 99
2022
Q1 		– Sell
-230
Closed -$5K – 203
2021
Q4 		$5K Buy
+230
New +$5.67K ﹤0.01% 195

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

Rinkey Investments's SCHH Position: Q2 2026 in Review

Rinkey Investments reduced its Schwab US REIT ETF (SCHH) stake by 2% in Q2 2026, selling an estimated $6.92K and leaving 14,263 shares worth $338K. The position accounts for 0.08% of the portfolio, ranked #96.

Rinkey Investments first reported a position in SCHH in Q4 2021 and has held it in 5 quarters since. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Rinkey Investments held 14,263 shares of Schwab US REIT ETF worth $338K as of Q2 2026.
  • Rinkey Investments sold 297 Schwab US REIT ETF shares in Q2 2026, an estimated $6.92K.
  • Schwab US REIT ETF made up 0.08% of Rinkey Investments's portfolio in Q2 2026, its #96 holding.
  • Rinkey Investments first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 5 quarters since.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.