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Savant Capital’s Schwab US REIT ETF SCHH Stock Holding History

Savant Capital’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 		$1.43M Buy
61,563
+29,769
+94% +$694K ﹤0.01% 728
2026
Q1 		$683K Buy
31,794
+15,848
+99% +$347K ﹤0.01% 765
2025
Q4 		$333K Sell
15,946
-1,359
-8% -$28.8K ﹤0.01% 1002
2025
Q3 		$373K Buy
17,305
+2,030
+13% +$43.3K ﹤0.01% 920
2025
Q2 		$323K Buy
15,275
+5,724
+60% +$120K ﹤0.01% 927
2025
Q1 		$205K Sell
9,551
-975
-9% -$20.8K ﹤0.01% 999
2024
Q4 		$222K Sell
10,526
-1,020
-9% -$22.8K ﹤0.01% 1273
2024
Q3 		$268K Buy
+11,546
New +$253K ﹤0.01% 1148
2024
Q2 		– Sell
-10,829
Closed -$220K – 1330
2024
Q1 		$220K Sell
10,829
-571
-5% -$11.4K ﹤0.01% 1001
2023
Q4 		$236K Buy
+11,400
New +$212K ﹤0.01% 772
2022
Q3 		– Sell
-10,296
Closed -$217K – 570
2022
Q2 		$217K Buy
10,296
+1,514
+17% +$34.8K 0.01% 512
2022
Q1 		$219K Buy
+8,782
New +$212K 0.01% 529

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

Savant Capital's SCHH Position: Q2 2026 in Review

Savant Capital increased its Schwab US REIT ETF (SCHH) stake by 94% in Q2 2026, buying an estimated $694K and bringing the position to 61,563 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Savant Capital first reported a position in SCHH in Q1 2022 and has held it in 12 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Savant Capital held 61,563 shares of Schwab US REIT ETF worth $1.43M as of Q2 2026.
  • Savant Capital bought 29,769 Schwab US REIT ETF shares in Q2 2026, an estimated $694K.
  • Schwab US REIT ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #728 holding.
  • Savant Capital first reported a position in Schwab US REIT ETF in Q1 2022 and has held it in 12 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.