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Roble Belko & Company’s Schwab US REIT ETF SCHH Stock Holding History

Roble Belko & 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 		$770K Sell
32,499
-881
-3% -$20.5K 0.08% 71
2026
Q1 		$717K Sell
33,380
-1,265
-4% -$27.7K 0.09% 72
2025
Q4 		$724K Sell
34,645
-3,381
-9% -$71.7K 0.09% 65
2025
Q3 		$820K Sell
38,026
-688
-2% -$14.7K 0.11% 55
2025
Q2 		$819K Sell
38,714
-17,425
-31% -$365K 0.12% 58
2025
Q1 		$1.21M Buy
56,139
+3,048
+6% +$65.1K 0.19% 47
2024
Q4 		$1.12M Buy
53,091
+42,593
+406% +$952K 0.18% 45
2024
Q3 		$243K Buy
10,498
+16
+0.2% +$350 0.04% 99
2024
Q2 		$209K Hold
10,482
– – 0.04% 103
2024
Q1 		$213K Buy
10,482
+6
+0.1% +$120 0.04% 96
2023
Q4 		$217K Sell
10,476
-2,620
-20% -$48.7K 0.04% 85
2023
Q3 		$232K Buy
13,096
+8
+0.1% +$154 0.05% 80
2023
Q2 		$256K Sell
13,088
-669
-5% -$12.8K 0.05% 75
2023
Q1 		$268K Sell
13,757
-3,303
-19% -$66.2K 0.05% 79
2022
Q4 		$329K Buy
17,060
+3,522
+26% +$67.8K 0.07% 76
2022
Q3 		$253K Sell
13,538
-35
-0.3% -$757 0.06% 79
2022
Q2 		$286K Sell
13,573
-13
-0.1% -$299 0.07% 73
2022
Q1 		$338K Sell
13,586
-14
-0.1% -$338 0.06% 74
2021
Q4 		$358K Sell
13,600
-10
-0.1% -$246 0.07% 71
2021
Q3 		$311K Sell
13,610
-1,298
-9% -$30.9K 0.06% 66
2021
Q2 		$341K Buy
14,908
+8
+0.1% +$178 0.08% 68
2021
Q1 		$306K Buy
14,900
+6
+0% +$117 0.07% 66
2020
Q4 		$283K Buy
14,894
+10
+0.1% +$185 0.07% 67
2020
Q3 		$263K Sell
14,884
-86
-0.6% -$1.55K 0.08% 73
2020
Q2 		$264K Sell
14,970
-192,824
-93% -$3.35M 0.08% 74
2020
Q1 		$3.4M Buy
207,794
+200,494
+2,746% +$4.28M 1.1% 26
2019
Q4 		$168K Buy
7,300
+24
+0.3% +$559 0.05% 109
2019
Q3 		$172K Buy
7,276
+290
+4% +$6.65K 0.05% 98
2019
Q2 		$155K Buy
6,986
+4,692
+205% +$105K 0.05% 101
2019
Q1 		$51K Buy
2,294
+488
+27% +$10.4K 0.02% 118
2018
Q4 		$35K Buy
1,806
+316
+21% +$6.45K 0.01% 126
2018
Q3 		$31K Buy
1,490
+6
+0.4% +$127 0.01% 130
2018
Q2 		$31K Hold
1,484
– – 0.01% 136
2018
Q1 		$28K Buy
1,484
+78
+6% +$1.5K 0.01% 154
2017
Q4 		$29K Buy
1,406
+4
+0.3% +$83 0.01% 148
2017
Q3 		$29K Buy
1,402
+4
+0.3% +$82 0.01% 117
2017
Q2 		$29K Buy
1,398
+342
+32% +$7.03K 0.01% 115
2017
Q1 		$22K Sell
1,056
-42
-4% -$860 0.01% 139
2016
Q4 		$23K Buy
1,098
+4
+0.4% +$80 0.01% 140
2016
Q3 		$23K Buy
1,094
+4
+0.4% +$88 0.01% 163
2016
Q2 		$24K Buy
1,090
+296
+37% +$6.11K 0.01% 143
2016
Q1 		$16K Buy
794
+44
+6% +$846 0.01% 142
2015
Q4 		$15K Buy
750
+4
+0.5% +$78 0.01% 132
2015
Q3 		$14K Buy
746
+4
+0.5% +$75 0.01% 129
2015
Q2 		$13K Sell
742
-288
-28% -$5.55K 0.01% 147
2015
Q1 		$21K Buy
+1,030
New +$21K 0.01% 131

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

Roble Belko & Company's SCHH Position: Q2 2026 in Review

Roble Belko & Company reduced its Schwab US REIT ETF (SCHH) stake by 2.6% in Q2 2026, selling an estimated $20.5K and leaving 32,499 shares worth $770K. The position accounts for 0.08% of the portfolio, ranked #71.

Roble Belko & Company first reported a position in SCHH in Q1 2015 and has held it in 46 quarters since. The position peaked at $3.4M in Q1 2020. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Roble Belko & Company held 32,499 shares of Schwab US REIT ETF worth $770K as of Q2 2026.
  • Roble Belko & Company sold 881 Schwab US REIT ETF shares in Q2 2026, an estimated $20.5K.
  • Schwab US REIT ETF made up 0.08% of Roble Belko & Company's portfolio in Q2 2026, its #71 holding.
  • Roble Belko & Company first reported a position in Schwab US REIT ETF in Q1 2015 and has held it in 46 quarters since.
  • Roble Belko & Company's Schwab US REIT ETF position peaked at $3.4M in Q1 2020.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.