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Sequoia Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Sequoia Financial Advisors’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 		$231K Sell
9,775
-182
-2% -$4.24K ﹤0.01% 1870
2026
Q1 		$214K Buy
9,957
+342
+4% +$7.5K ﹤0.01% 1756
2025
Q4 		$201K Sell
9,615
-747
-7% -$15.8K ﹤0.01% 1817
2025
Q3 		$224K Buy
+10,362
New +$221K ﹤0.01% 1571
2024
Q1 		– Sell
-15,252
Closed -$316K – 1270
2023
Q4 		$316K Buy
15,252
+1,992
+15% +$37K ﹤0.01% 907
2023
Q3 		$235K Sell
13,260
-2,417
-15% -$46.5K ﹤0.01% 786
2023
Q2 		$306K Buy
+15,677
New +$301K 0.01% 688
2022
Q2 		– Sell
-8,687
Closed -$216K – 665
2022
Q1 		$216K Buy
+8,687
New +$210K 0.01% 601
2021
Q1 		– Sell
-11,472
Closed -$218K – 463
2020
Q4 		$218K Sell
11,472
-2,168
-16% -$40.1K 0.01% 378
2020
Q3 		$241K Buy
13,640
+10
+0.1% +$180 0.01% 337
2020
Q2 		$240K Buy
13,630
+10
+0.1% +$174 0.01% 322
2020
Q1 		$223K Buy
13,620
+1,364
+11% +$29.1K 0.02% 315
2019
Q4 		$282K Sell
12,256
-2,816
-19% -$65.6K 0.02% 307
2019
Q3 		$355K Buy
15,072
+2,854
+23% +$65.5K 0.03% 253
2019
Q2 		$271K Hold
12,218
– – 0.02% 293
2019
Q1 		$271K Buy
12,218
+1,428
+13% +$30.3K 0.02% 290
2018
Q4 		$208K Sell
10,790
-276
-2% -$5.63K 0.02% 267
2018
Q3 		$231K Buy
11,066
+276
+3% +$5.83K 0.02% 276
2018
Q2 		$225K Buy
+10,790
New +$213K 0.02% 276

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

Sequoia Financial Advisors's SCHH Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Schwab US REIT ETF (SCHH) stake by 1.8% in Q2 2026, selling an estimated $4.24K and leaving 9,775 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Sequoia Financial Advisors first reported a position in SCHH in Q2 2018 and has held it in 19 quarters since. The position peaked at $355K in Q3 2019. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Sequoia Financial Advisors held 9,775 shares of Schwab US REIT ETF worth $231K as of Q2 2026.
  • Sequoia Financial Advisors sold 182 Schwab US REIT ETF shares in Q2 2026, an estimated $4.24K.
  • Schwab US REIT ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1870 holding.
  • Sequoia Financial Advisors first reported a position in Schwab US REIT ETF in Q2 2018 and has held it in 19 quarters since.
  • Sequoia Financial Advisors's Schwab US REIT ETF position peaked at $355K in Q3 2019.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.