SEI Investments
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SEI Investments’s Schwab US REIT ETF SCHH Stock Holding History

SEI Investments’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 		$489K Buy
20,653
+58
+0.3% +$1.35K ﹤0.01% 2646
2026
Q1 		$443K Sell
20,595
-776
-4% -$17K ﹤0.01% 2696
2025
Q4 		$446K Buy
+21,371
New +$453K ﹤0.01% 2550
2018
Q3 		– Sell
-23,914
Closed -$500K – 3282
2018
Q2 		$500K Buy
23,914
+4,440
+23% +$87.8K ﹤0.01% 1813
2018
Q1 		$372K Sell
19,474
-354
-2% -$6.82K ﹤0.01% 1704
2017
Q4 		$413K Buy
19,828
+1,468
+8% +$30.5K ﹤0.01% 1721
2017
Q3 		$378K Buy
18,360
+170
+0.9% +$3.5K ﹤0.01% 1709
2017
Q2 		$375K Buy
18,190
+11,668
+179% +$240K ﹤0.01% 1711
2017
Q1 		$133K Buy
6,522
+822
+14% +$16.8K ﹤0.01% 1863
2016
Q4 		$116K Sell
5,700
-1,268
-18% -$25.5K ﹤0.01% 1921
2016
Q3 		$148K Buy
6,968
+260
+4% +$5.7K ﹤0.01% 1759
2016
Q2 		$146K Sell
6,708
-150
-2% -$3.1K ﹤0.01% 1639
2016
Q1 		$142K Sell
6,858
-300
-4% -$5.77K ﹤0.01% 1597
2015
Q4 		$142K Buy
+7,158
New +$140K ﹤0.01% 1626
2015
Q3 		– Sell
-2
Closed – – 2569
2015
Q2 		$0 Hold
2
– – ﹤0.01% 2349
2015
Q1 		$0 Sell
2
-2
-50% -$41 ﹤0.01% 2344
2014
Q4 		$0 Buy
+4
New +$75 ﹤0.01% 2253

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

SEI Investments's SCHH Position: Q2 2026 in Review

SEI Investments increased its Schwab US REIT ETF (SCHH) stake by 0.28% in Q2 2026, buying an estimated $1.35K and bringing the position to 20,653 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

SEI Investments first reported a position in SCHH in Q4 2014 and has held it in 17 quarters since. The position peaked at $500K in Q2 2018. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • SEI Investments held 20,653 shares of Schwab US REIT ETF worth $489K as of Q2 2026.
  • SEI Investments bought 58 Schwab US REIT ETF shares in Q2 2026, an estimated $1.35K.
  • Schwab US REIT ETF made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2646 holding.
  • SEI Investments first reported a position in Schwab US REIT ETF in Q4 2014 and has held it in 17 quarters since.
  • SEI Investments's Schwab US REIT ETF position peaked at $500K in Q2 2018.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.