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SGL Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

SGL Investment 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 		$1.63M Sell
68,583
-40,401
-37% -$942K 0.56% 42
2026
Q1 		$2.57M Buy
108,984
+11,697
+12% +$256K 0.96% 36
2025
Q4 		$2.11M Buy
97,287
+15,672
+19% +$332K 0.84% 37
2025
Q3 		$1.72M Buy
81,615
+19,285
+31% +$411K 0.72% 38
2025
Q2 		$1.32M Buy
62,330
+8,099
+15% +$170K 0.63% 38
2025
Q1 		$1.14M Buy
54,231
+8,378
+18% +$179K 0.59% 40
2024
Q4 		$983K Buy
45,853
+1,890
+4% +$42.2K 0.5% 41
2024
Q3 		$975K Buy
+43,963
New +$962K 0.5% 44

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

SGL Investment Advisors's SCHH Position: Q2 2026 in Review

SGL Investment Advisors reduced its Schwab US REIT ETF (SCHH) stake by 37% in Q2 2026, selling an estimated $942K and leaving 68,583 shares worth $1.63M. The position accounts for 0.56% of the portfolio, ranked #42.

SGL Investment Advisors first reported a position in SCHH in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.57M in Q1 2026. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • SGL Investment Advisors held 68,583 shares of Schwab US REIT ETF worth $1.63M as of Q2 2026.
  • SGL Investment Advisors sold 40,401 Schwab US REIT ETF shares in Q2 2026, an estimated $942K.
  • Schwab US REIT ETF made up 0.56% of SGL Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • SGL Investment Advisors first reported a position in Schwab US REIT ETF in Q3 2024 and has held it in 8 quarters since.
  • SGL Investment Advisors's Schwab US REIT ETF position peaked at $2.57M in Q1 2026.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.