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Robinswood Financial’s Schwab US REIT ETF SCHH Stock Holding History

Robinswood Financial’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
-22
Closed -$462 – 442
2025
Q4 		$462 Hold
22
– – ﹤0.01% 378
2025
Q3 		$477 Hold
22
– – ﹤0.01% 370
2025
Q2 		$468 Hold
22
– – ﹤0.01% 374
2025
Q1 		$475 Hold
22
– – ﹤0.01% 373
2024
Q4 		$465 Hold
22
– – ﹤0.01% 323
2024
Q3 		$512 Hold
22
– – ﹤0.01% 330
2024
Q2 		$441 Hold
22
– – ﹤0.01% 336
2024
Q1 		$441 Hold
22
– – ﹤0.01% 236
2023
Q4 		$455 Buy
+22
New +$409 ﹤0.01% 232

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Robinswood Financial's SCHH Position: Q1 2026 in Review

Robinswood Financial sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 22 shares — an estimated $462 sold.

Robinswood Financial first reported a position in SCHH in Q4 2023 and held it in 9 quarters. The position peaked at $512 in Q3 2024. 570 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Robinswood Financial reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Robinswood Financial sold 22 Schwab US REIT ETF shares in Q1 2026, an estimated $462.
  • Robinswood Financial first reported a position in Schwab US REIT ETF in Q4 2023 and held it in 9 quarters.
  • Robinswood Financial's Schwab US REIT ETF position peaked at $512 in Q3 2024.
  • 570 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Robinswood Financial's 13F filing for Q1 2026, filed 9 Jun 2026.