Rockefeller Capital Management
SCHH icon

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

Rockefeller 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 		$8.12M Sell
342,801
-11,839
-3% -$276K 0.01% 795
2026
Q1 		$7.62M Buy
354,640
+704
+0.2% +$15.4K 0.01% 770
2025
Q4 		$7.39M Sell
353,936
-15,833
-4% -$336K 0.01% 757
2025
Q3 		$7.98M Buy
369,769
+21,532
+6% +$459K 0.02% 696
2025
Q2 		$7.37M Sell
348,237
-298
-0.1% -$6.24K 0.02% 702
2025
Q1 		$7.5M Sell
348,535
-13,980
-4% -$299K 0.02% 641
2024
Q4 		$7.63M Sell
362,515
-3,589
-1% -$80.2K 0.02% 614
2024
Q3 		$8.48M Sell
366,104
-19,637
-5% -$430K 0.02% 582
2024
Q2 		$7.7M Sell
385,741
-6,298
-2% -$123K 0.02% 584
2024
Q1 		$7.96M Sell
392,039
-24,799
-6% -$497K 0.02% 566
2023
Q4 		$8.63M Buy
416,838
+1,953
+0.5% +$36.3K 0.03% 503
2023
Q3 		$7.37M Sell
414,885
-44,790
-10% -$862K 0.03% 496
2023
Q2 		$8.56M Sell
459,675
-31,708
-6% -$608K 0.03% 480
2023
Q1 		$9.58M Sell
491,383
-906
-0.2% -$18.1K 0.04% 416
2022
Q4 		$9.49M Sell
492,289
-46,117
-9% -$888K 0.05% 371
2022
Q3 		$10.1M Buy
538,406
+537,568
+64,149% +$11.6M 0.05% 354
2022
Q2 		$17K Sell
838
-1,172
-58% -$27K ﹤0.01% 2842
2022
Q1 		$50K Buy
2,010
+1,240
+161% +$29.9K ﹤0.01% 2300
2021
Q4 		$20K Sell
770
-172
-18% -$4.24K ﹤0.01% 2649
2021
Q3 		$21K Buy
942
+166
+21% +$3.96K ﹤0.01% 2578
2021
Q2 		$17K Buy
776
+240
+45% +$5.34K ﹤0.01% 2561
2021
Q1 		$10K Buy
536
+6
+1% +$117 ﹤0.01% 2598
2020
Q4 		$10K Sell
530
-72
-12% -$1.33K ﹤0.01% 2241
2020
Q3 		$10K Sell
602
-910
-60% -$16.4K ﹤0.01% 2021
2020
Q2 		$27K Sell
1,512
-396
-21% -$6.88K ﹤0.01% 1579
2020
Q1 		$31K Buy
1,908
+278
+17% +$5.93K ﹤0.01% 1386
2019
Q4 		$38K Buy
1,630
+982
+152% +$22.9K ﹤0.01% 1217
2019
Q3 		$16K Hold
648
– – ﹤0.01% 1294
2019
Q2 		$15K Buy
+648
New +$14.5K ﹤0.01% 1109

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

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

Rockefeller Capital Management reduced its Schwab US REIT ETF (SCHH) stake by 3.3% in Q2 2026, selling an estimated $276K and leaving 342,801 shares worth $8.12M. The position accounts for 0.01% of the portfolio, ranked #795.

Rockefeller Capital Management first reported a position in SCHH in Q2 2019 and has held it in 29 quarters since. The position peaked at $10.1M in Q3 2022. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Rockefeller Capital Management held 342,801 shares of Schwab US REIT ETF worth $8.12M as of Q2 2026.
  • Rockefeller Capital Management sold 11,839 Schwab US REIT ETF shares in Q2 2026, an estimated $276K.
  • Schwab US REIT ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #795 holding.
  • Rockefeller Capital Management first reported a position in Schwab US REIT ETF in Q2 2019 and has held it in 29 quarters since.
  • Rockefeller Capital Management's Schwab US REIT ETF position peaked at $10.1M in Q3 2022.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.