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Saxony Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Saxony Capital Management’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
-29,622
Closed -$637K – 200
2026
Q1 		$637K Buy
+29,622
New +$649K 0.37% 68

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Envestnet Asset Management
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DI
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Cerity Partners
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BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Saxony Capital Management's SCHH Position: Q2 2026 in Review

Saxony Capital Management sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 29,622 shares — an estimated $637K sold.

Saxony Capital Management first reported a position in SCHH in Q1 2026 and held it in 1 quarter. The position peaked at $637K in Q1 2026. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Saxony Capital Management reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Saxony Capital Management sold 29,622 Schwab US REIT ETF shares in Q2 2026, an estimated $637K.
  • Saxony Capital Management first reported a position in Schwab US REIT ETF in Q1 2026 and held it in 1 quarter.
  • Saxony Capital Management's Schwab US REIT ETF position peaked at $637K in Q1 2026.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.