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Simplicity Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Simplicity Wealth’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
Q1 		$297K Sell
13,818
-13,466
-49% -$295K 0.02% 596
2025
Q4 		$570K Buy
27,284
+5,128
+23% +$109K 0.03% 401
2025
Q3 		$478K Buy
+22,156
New +$473K 0.03% 452

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Simplicity Wealth's SCHH Position: Q1 2026 in Review

Simplicity Wealth reduced its Schwab US REIT ETF (SCHH) stake by 49% in Q1 2026, selling an estimated $295K and leaving 13,818 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #596.

Simplicity Wealth first reported a position in SCHH in Q3 2025 and has held it in 3 quarters since. The position peaked at $570K in Q4 2025. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Simplicity Wealth held 13,818 shares of Schwab US REIT ETF worth $297K as of Q1 2026.
  • Simplicity Wealth sold 13,466 Schwab US REIT ETF shares in Q1 2026, an estimated $295K.
  • Schwab US REIT ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #596 holding.
  • Simplicity Wealth first reported a position in Schwab US REIT ETF in Q3 2025 and has held it in 3 quarters since.
  • Simplicity Wealth's Schwab US REIT ETF position peaked at $570K in Q4 2025.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.