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Skyline Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Skyline 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 		$254K Hold
10,736
– – 0.08% 110
2026
Q1 		$231K Hold
10,736
– – 0.08% 110
2025
Q4 		$224K Hold
10,736
– – 0.07% 96
2025
Q3 		$232K Hold
10,736
– – 0.08% 87
2025
Q2 		$227K Hold
10,736
– – 0.08% 86
2025
Q1 		$231K Hold
10,736
– – 0.09% 82
2024
Q4 		$226K Hold
10,736
– – 0.09% 87
2024
Q3 		$249K Hold
10,736
– – 0.1% 79
2024
Q2 		$214K Hold
10,736
– – 0.09% 77
2024
Q1 		$218K Hold
10,736
– – 0.1% 78
2023
Q4 		$222K Buy
+10,736
New +$200K 0.11% 71

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

Skyline Advisors's SCHH Position: Q2 2026 in Review

Skyline Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 10,736 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #110.

Skyline Advisors first reported a position in SCHH in Q4 2023 and has held it in 11 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Skyline Advisors held 10,736 shares of Schwab US REIT ETF worth $254K as of Q2 2026.
  • Skyline Advisors left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.08% of Skyline Advisors's portfolio in Q2 2026, its #110 holding.
  • Skyline Advisors first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.