RSWM
SCHH icon

Robertson Stephens Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Robertson Stephens Wealth 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
Q1 		– Sell
-10,250
Closed -$214K – 655
2025
Q4 		$214K Hold
10,250
– – 0.01% 591
2025
Q3 		$221K Buy
+10,250
New +$219K 0.01% 500
2025
Q2 		– Sell
-11,562
Closed -$249K – 587
2025
Q1 		$249K Sell
11,562
-539
-4% -$11.5K 0.01% 483
2024
Q4 		$255K Buy
12,101
+8
+0.1% +$179 0.01% 499
2024
Q3 		$280K Buy
12,093
+28
+0.2% +$613 0.01% 536
2024
Q2 		$243K Hold
12,065
– – 0.01% 450
2024
Q1 		$245K Hold
12,065
– – 0.01% 455
2023
Q4 		$250K Buy
+12,065
New +$224K 0.02% 409
2022
Q4 		– Sell
-10,994
Closed -$205K – 431
2022
Q3 		$205K Buy
10,994
+504
+5% +$10.9K 0.02% 341
2022
Q2 		$221K Hold
10,490
– – 0.02% 343
2022
Q1 		$261K Buy
10,490
+226
+2% +$5.45K 0.02% 335
2021
Q4 		$270K Buy
10,264
+710
+7% +$17.5K 0.02% 334
2021
Q3 		$218K Hold
9,554
– – 0.02% 294
2021
Q2 		$218K Sell
9,554
-6,530
-41% -$145K 0.03% 310
2021
Q1 		$330K Sell
16,084
-14,174
-47% -$277K 0.05% 218
2020
Q4 		$576K Sell
30,258
-25,948
-46% -$480K 0.12% 126
2020
Q3 		$994K Sell
56,206
-145,794
-72% -$2.62M 0.24% 80
2020
Q2 		$3.56M Buy
+202,000
New +$3.51M 1.03% 23

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Robertson Stephens Wealth Management's SCHH Position: Q1 2026 in Review

Robertson Stephens Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 10,250 shares — an estimated $214K sold.

Robertson Stephens Wealth Management first reported a position in SCHH in Q2 2020 and held it in 18 quarters. The position peaked at $3.56M in Q2 2020. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Robertson Stephens Wealth Management reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 10,250 Schwab US REIT ETF shares in Q1 2026, an estimated $214K.
  • Robertson Stephens Wealth Management first reported a position in Schwab US REIT ETF in Q2 2020 and held it in 18 quarters.
  • Robertson Stephens Wealth Management's Schwab US REIT ETF position peaked at $3.56M in Q2 2020.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.