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Sachetta’s Schwab US REIT ETF SCHH Stock Holding History

Sachetta’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 		$545 Sell
23
-82
-78% -$1.91K ﹤0.01% 933
2026
Q1 		$2.26K Sell
105
-51
-33% -$1.12K ﹤0.01% 865
2025
Q4 		$3.26K Hold
156
– – ﹤0.01% 643
2025
Q3 		$3.37K Hold
156
– – ﹤0.01% 701
2025
Q2 		$3.3K Hold
156
– – ﹤0.01% 687
2025
Q1 		$3.36K Sell
156
-78
-33% -$1.67K ﹤0.01% 659
2024
Q4 		$4.93K Hold
234
– – ﹤0.01% 588
2024
Q3 		$5.42K Hold
234
– – ﹤0.01% 602
2024
Q2 		$5.03K Sell
234
-186
-44% -$3.63K ﹤0.01% 592
2024
Q1 		$8.7K Hold
420
– – ﹤0.01% 438
2023
Q4 		$8.7K Buy
+420
New +$7.8K ﹤0.01% 438

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

Sachetta's SCHH Position: Q2 2026 in Review

Sachetta reduced its Schwab US REIT ETF (SCHH) stake by 78% in Q2 2026, selling an estimated $1.91K and leaving 23 shares worth $545. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Sachetta first reported a position in SCHH in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.7K in Q1 2024. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Sachetta held 23 shares of Schwab US REIT ETF worth $545 as of Q2 2026.
  • Sachetta sold 82 Schwab US REIT ETF shares in Q2 2026, an estimated $1.91K.
  • Schwab US REIT ETF made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #933 holding.
  • Sachetta first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's Schwab US REIT ETF position peaked at $8.7K in Q1 2024.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.