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

Schoolcraft 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 		$2.45M Sell
103,408
-752
-0.7% -$17.5K 0.44% 30
2026
Q1 		$2.24M Sell
104,160
-231
-0.2% -$5.06K 0.43% 30
2025
Q4 		$2.18M Buy
104,391
+40
+0% +$848 0.42% 30
2025
Q3 		$2.25M Sell
104,351
-17,833
-15% -$380K 0.45% 30
2025
Q2 		$2.59M Sell
122,184
-9,557
-7% -$200K 0.53% 26
2025
Q1 		$2.83M Sell
131,741
-4,065
-3% -$86.9K 0.56% 27
2024
Q4 		$2.86M Sell
135,806
-2,636
-2% -$58.9K 0.6% 24
2024
Q3 		$3.21M Sell
138,442
-1,726
-1% -$37.8K 0.65% 24
2024
Q2 		$2.8M Buy
140,168
+7,644
+6% +$149K 0.6% 24
2024
Q1 		$2.69M Sell
132,524
-1,720
-1% -$34.5K 0.63% 24
2023
Q4 		$2.78M Sell
134,244
-8,877
-6% -$165K 0.7% 22
2023
Q3 		$2.54M Sell
143,121
-71
-0% -$1.37K 0.72% 22
2023
Q2 		$2.8M Sell
143,192
-1,176
-0.8% -$22.5K 0.77% 22
2023
Q1 		$2.82M Sell
144,368
-1,460
-1% -$29.2K 0.81% 22
2022
Q4 		$2.81M Sell
145,828
-335
-0.2% -$6.45K 0.87% 21
2022
Q3 		$2.73M Sell
146,163
-4,217
-3% -$91.2K 0.93% 18
2022
Q2 		$3.17M Sell
150,380
-6,742
-4% -$155K 1.02% 18
2022
Q1 		$3.91M Sell
157,122
-6,002
-4% -$145K 1.2% 18
2021
Q4 		$4.3M Sell
163,124
-2,032
-1% -$50.1K 1.3% 16
2021
Q3 		$3.77M Sell
165,156
-2,976
-2% -$71K 1.27% 16
2021
Q2 		$3.85M Sell
168,132
-180
-0.1% -$4K 1.39% 15
2021
Q1 		$3.46M Sell
168,312
-1,638
-1% -$32K 1.38% 15
2020
Q4 		$3.23M Sell
169,950
-4,782
-3% -$88.5K 1.35% 16
2020
Q3 		$3.09M Buy
174,732
+20,366
+13% +$366K 1.45% 15
2020
Q2 		$2.72M Buy
154,366
+20,730
+16% +$360K 1.35% 16
2020
Q1 		$2.19M Buy
133,636
+92,598
+226% +$1.98M 1.33% 18
2019
Q4 		$943K Buy
41,038
+366
+0.9% +$8.53K 0.48% 27
2019
Q3 		$959K Sell
40,672
-592
-1% -$13.6K 0.55% 23
2019
Q2 		$917K Sell
41,264
-338
-0.8% -$7.54K 0.55% 24
2019
Q1 		$924K Buy
+41,602
New +$883K 0.6% 23

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

Schoolcraft Capital's SCHH Position: Q2 2026 in Review

Schoolcraft Capital reduced its Schwab US REIT ETF (SCHH) stake by 0.72% in Q2 2026, selling an estimated $17.5K and leaving 103,408 shares worth $2.45M. The position accounts for 0.44% of the portfolio, ranked #30.

Schoolcraft Capital first reported a position in SCHH in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.3M in Q4 2021. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Schoolcraft Capital held 103,408 shares of Schwab US REIT ETF worth $2.45M as of Q2 2026.
  • Schoolcraft Capital sold 752 Schwab US REIT ETF shares in Q2 2026, an estimated $17.5K.
  • Schwab US REIT ETF made up 0.44% of Schoolcraft Capital's portfolio in Q2 2026, its #30 holding.
  • Schoolcraft Capital first reported a position in Schwab US REIT ETF in Q1 2019 and has held it in 30 quarters since.
  • Schoolcraft Capital's Schwab US REIT ETF position peaked at $4.3M in Q4 2021.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Schoolcraft Capital's 13F filing for Q2 2026, filed 11 Aug 2026.