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Sellwood Investment Partners’s Schwab US REIT ETF SCHH Stock Holding History

Sellwood Investment Partners’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 		$4.62K Buy
195
+53
+37% +$1.24K ﹤0.01% 57
2026
Q1 		$3.05K Hold
142
– – ﹤0.01% 57
2025
Q4 		$2.97K Hold
142
– – ﹤0.01% 57
2025
Q3 		$3.06K Buy
142
+46
+48% +$981 ﹤0.01% 80
2025
Q2 		$2.03K Hold
96
– – ﹤0.01% 48
2025
Q1 		$2.06K Hold
96
– – ﹤0.01% 37
2024
Q4 		$2.02K Buy
+96
New +$2.15K ﹤0.01% 53

Other funds holding SCHH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Sellwood Investment Partners's SCHH Position: Q2 2026 in Review

Sellwood Investment Partners increased its Schwab US REIT ETF (SCHH) stake by 37% in Q2 2026, buying an estimated $1.24K and bringing the position to 195 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #57.

Sellwood Investment Partners first reported a position in SCHH in Q4 2024 and has held it in 7 quarters since. 322 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Sellwood Investment Partners held 195 shares of Schwab US REIT ETF worth $4.62K as of Q2 2026.
  • Sellwood Investment Partners bought 53 Schwab US REIT ETF shares in Q2 2026, an estimated $1.24K.
  • Schwab US REIT ETF made up ﹤0.01% of Sellwood Investment Partners's portfolio in Q2 2026, its #57 holding.
  • Sellwood Investment Partners first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 322 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.