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SigFig Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

SigFig Wealth Management’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 		$1.08M Buy
44,919
+386
+0.9% +$9K 0.03% 98
2026
Q1 		$957K Sell
44,533
-104
-0.2% -$2.28K 0.03% 98
2025
Q4 		$936K Buy
44,637
+5,748
+15% +$122K 0.03% 100
2025
Q3 		$832K Sell
38,889
-8,376
-18% -$179K 0.03% 100
2025
Q2 		$992K Sell
47,265
-357
-0.7% -$7.48K 0.03% 97
2025
Q1 		$557K Buy
47,622
+3,408
+8% +$72.8K 0.02% 106
2024
Q4 		$568K Buy
44,214
+1,384
+3% +$30.9K 0.02% 103
2024
Q3 		$596K Sell
42,830
-23
-0.1% -$503 0.02% 101
2024
Q2 		$602K Buy
42,853
+5,552
+15% +$108K 0.02% 102
2024
Q1 		$604K Sell
37,301
-330
-0.9% -$6.62K 0.02% 106
2023
Q4 		$638K Buy
37,631
+1,764
+5% +$32.8K 0.02% 102
2023
Q3 		$647K Buy
35,867
+1,435
+4% +$27.6K 0.03% 94
2023
Q2 		$714K Sell
34,432
-452
-1% -$8.67K 0.03% 92
2023
Q1 		$744K Sell
34,884
-1,084
-3% -$21.7K 0.04% 83
2022
Q4 		$769K Sell
35,968
-1,883
-5% -$36.2K 0.04% 87
2022
Q3 		$844K Sell
37,851
-1,366
-3% -$29.6K 0.04% 79
2022
Q2 		$891K Sell
39,217
-7,142
-15% -$164K 0.05% 79
2022
Q1 		$1.06M Buy
46,359
+2,707
+6% +$65.3K 0.05% 74
2021
Q4 		$986K Buy
43,652
+522
+1% +$12.9K 0.05% 72
2021
Q3 		$985K Sell
43,130
-1,692
-4% -$40.3K 0.05% 69
2021
Q2 		$1.03M Buy
44,822
+5,542
+14% +$123K 0.05% 64
2021
Q1 		$807K Buy
39,280
+804
+2% +$15.7K 0.05% 63
2020
Q4 		$730K Buy
38,476
+8,628
+29% +$160K 0.05% 61
2020
Q3 		$527K Buy
29,848
+5,220
+21% +$93.9K 0.05% 59
2020
Q2 		$434K Buy
24,628
+110
+0.4% +$1.91K 0.05% 58
2020
Q1 		$401K Buy
24,518
+138
+0.6% +$2.94K 0.05% 48
2019
Q4 		$560K Sell
24,380
-1,084
-4% -$25.3K 0.07% 40
2019
Q3 		$601K Buy
25,464
+1,682
+7% +$38.6K 0.09% 40
2019
Q2 		$528K Buy
23,782
+1,346
+6% +$30K 0.08% 44
2019
Q1 		$498K Sell
22,436
-1,598
-7% -$33.9K 0.09% 43
2018
Q4 		$461K Sell
24,034
-1,618
-6% -$33K 0.1% 42
2018
Q3 		$535K Sell
25,652
-1,618
-6% -$34.2K 0.11% 41
2018
Q2 		$570K Sell
27,270
-2,296
-8% -$45.4K 0.15% 40
2018
Q1 		$565K Buy
29,566
+832
+3% +$16K 0.33% 28
2017
Q4 		$598K Buy
28,734
+4,006
+16% +$83.3K 0.29% 31
2017
Q3 		$509K Sell
24,728
-2,450
-9% -$50.5K 0.34% 23
2017
Q2 		$560K Sell
27,178
-552
-2% -$11.3K 0.41% 20
2017
Q1 		$565K Sell
27,730
-782
-3% -$16K 0.45% 20
2016
Q4 		$586K Buy
+28,512
New +$572K 0.5% 20

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

SigFig Wealth Management's SCHH Position: Q2 2026 in Review

SigFig Wealth Management increased its Schwab US REIT ETF (SCHH) stake by 0.87% in Q2 2026, buying an estimated $9K and bringing the position to 44,919 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #98.

SigFig Wealth Management first reported a position in SCHH in Q4 2016 and has held it in 39 quarters since. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • SigFig Wealth Management held 44,919 shares of Schwab US REIT ETF worth $1.08M as of Q2 2026.
  • SigFig Wealth Management bought 386 Schwab US REIT ETF shares in Q2 2026, an estimated $9K.
  • Schwab US REIT ETF made up 0.03% of SigFig Wealth Management's portfolio in Q2 2026, its #98 holding.
  • SigFig Wealth Management first reported a position in Schwab US REIT ETF in Q4 2016 and has held it in 39 quarters since.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.