SMH
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Sanders Morris Harris’s Schwab US REIT ETF SCHH Stock Holding History

Sanders Morris Harris’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 		– Sell
-63,401
Closed -$1.36M – 247
2026
Q1 		$1.36M Buy
+63,401
New +$1.39M 0.22% 92

Other funds holding SCHH

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Sanders Morris Harris's SCHH Position: Q2 2026 in Review

Sanders Morris Harris sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 63,401 shares — an estimated $1.36M sold.

Sanders Morris Harris first reported a position in SCHH in Q1 2026 and held it in 1 quarter. The position peaked at $1.36M in Q1 2026. 118 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Sanders Morris Harris reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 63,401 Schwab US REIT ETF shares in Q2 2026, an estimated $1.36M.
  • Sanders Morris Harris first reported a position in Schwab US REIT ETF in Q1 2026 and held it in 1 quarter.
  • Sanders Morris Harris's Schwab US REIT ETF position peaked at $1.36M in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.