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Sanctuary Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Sanctuary Advisors’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 		$373K Buy
15,760
+6,354
+68% +$148K ﹤0.01% 2182
2026
Q1 		$202K Sell
9,406
-2,173
-19% -$47.6K ﹤0.01% 2370
2025
Q4 		$242K Sell
11,579
-3,853
-25% -$81.7K ﹤0.01% 2159
2025
Q3 		$333K Buy
15,432
+903
+6% +$19.3K ﹤0.01% 1940
2025
Q2 		$307K Buy
14,529
+1,739
+14% +$36.4K ﹤0.01% 1906
2025
Q1 		$275K Sell
12,790
-476
-4% -$10.2K ﹤0.01% 1843
2024
Q4 		$282K Buy
13,266
+466
+4% +$10.4K ﹤0.01% 2039
2024
Q3 		$291K Sell
12,800
-1,148
-8% -$25.1K ﹤0.01% 2014
2024
Q2 		$263K Buy
+13,948
New +$272K ﹤0.01% 2023

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 22.9% 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

Sanctuary Advisors's SCHH Position: Q2 2026 in Review

Sanctuary Advisors increased its Schwab US REIT ETF (SCHH) stake by 68% in Q2 2026, buying an estimated $148K and bringing the position to 15,760 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

Sanctuary Advisors first reported a position in SCHH in Q2 2024 and has held it in 9 quarters since. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Sanctuary Advisors held 15,760 shares of Schwab US REIT ETF worth $373K as of Q2 2026.
  • Sanctuary Advisors bought 6,354 Schwab US REIT ETF shares in Q2 2026, an estimated $148K.
  • Schwab US REIT ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2182 holding.
  • Sanctuary Advisors first reported a position in Schwab US REIT ETF in Q2 2024 and has held it in 9 quarters since.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.