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Salomon & Ludwin’s Schwab US REIT ETF SCHH Stock Holding History

Salomon & Ludwin’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 		$1.47K Hold
67
– – ﹤0.01% 1969
2025
Q4 		$1.4K Hold
67
– – ﹤0.01% 2031
2025
Q3 		$1.44K Hold
67
– – ﹤0.01% 2018
2025
Q2 		$1.43K Hold
67
– – ﹤0.01% 699
2025
Q1 		$1.44K Hold
67
– – ﹤0.01% 611
2024
Q4 		$1.41K Buy
67
+35
+109% +$782 ﹤0.01% 628
2024
Q3 		$741 Hold
32
– – ﹤0.01% 681
2024
Q2 		$639 Hold
32
– – ﹤0.01% 680
2024
Q1 		$650 Hold
32
– – ﹤0.01% 793
2023
Q4 		$568 Hold
32
– – ﹤0.01% 712
2023
Q3 		$568 Buy
+32
New +$616 ﹤0.01% 709

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

Salomon & Ludwin's SCHH Position: Q1 2026 in Review

Salomon & Ludwin held its Schwab US REIT ETF (SCHH) position steady in Q1 2026 at 67 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Salomon & Ludwin first reported a position in SCHH in Q3 2023 and has held it in 11 quarters since. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Salomon & Ludwin held 67 shares of Schwab US REIT ETF worth $1.47K as of Q1 2026.
  • Salomon & Ludwin left its Schwab US REIT ETF share count unchanged in Q1 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1969 holding.
  • Salomon & Ludwin first reported a position in Schwab US REIT ETF in Q3 2023 and has held it in 11 quarters since.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.