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Smartleaf Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Smartleaf Asset 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 		$14.1K Hold
582
– – ﹤0.01% 2193
2026
Q1 		$12.3K Sell
582
-9
-2% -$197 ﹤0.01% 2212
2025
Q4 		$12.4K Buy
591
+556
+1,589% +$11.8K ﹤0.01% 2293
2025
Q3 		$750 Buy
35
+22
+169% +$469 ﹤0.01% 2792
2025
Q2 		$272 Sell
13
-2
-13% -$42 ﹤0.01% 2640
2025
Q1 		$319 Buy
15
+7
+88% +$150 ﹤0.01% 2758
2024
Q4 		$166 Hold
8
– – ﹤0.01% 2876
2024
Q3 		$184 Hold
8
– – ﹤0.01% 2874
2024
Q2 		$158 Hold
8
– – ﹤0.01% 2699
2024
Q1 		$161 Hold
8
– – ﹤0.01% 1830
2023
Q4 		$166 Buy
+8
New +$149 ﹤0.01% 1097

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

Smartleaf Asset Management's SCHH Position: Q2 2026 in Review

Smartleaf Asset Management held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 582 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Smartleaf Asset Management first reported a position in SCHH in Q4 2023 and has held it in 11 quarters since. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Smartleaf Asset Management held 582 shares of Schwab US REIT ETF worth $14.1K as of Q2 2026.
  • Smartleaf Asset Management left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2193 holding.
  • Smartleaf Asset Management first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.