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Smith, Moore & Co’s Schwab US REIT ETF SCHH Stock Holding History

Smith, Moore & Co’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 		$5M Buy
210,944
+4,301
+2% +$100K 0.32% 71
2026
Q1 		$4.44M Buy
206,643
+13,046
+7% +$286K 0.32% 73
2025
Q4 		$4.04M Buy
193,597
+16,847
+10% +$357K 0.31% 71
2025
Q3 		$3.81M Buy
176,750
+6,593
+4% +$141K 0.29% 76
2025
Q2 		$3.6M Sell
170,157
-1,489
-0.9% -$31.2K 0.3% 73
2025
Q1 		$3.69M Buy
171,646
+11,148
+7% +$238K 0.34% 66
2024
Q4 		$3.38M Buy
160,498
+6,634
+4% +$148K 0.31% 71
2024
Q3 		$3.57M Buy
153,864
+22,651
+17% +$496K 0.34% 62
2024
Q2 		$2.62M Sell
131,213
-787
-0.6% -$15.3K 0.27% 75
2024
Q1 		$2.68M Buy
132,000
+8,144
+7% +$163K 0.29% 73
2023
Q4 		$2.57M Buy
123,856
+4,433
+4% +$82.4K 0.3% 70
2023
Q3 		$2.12M Buy
119,423
+693
+0.6% +$13.3K 0.28% 74
2023
Q2 		$2.32M Sell
118,730
-2,111
-2% -$40.5K 0.3% 75
2023
Q1 		$2.36M Buy
120,841
+35
+0% +$701 0.32% 67
2022
Q4 		$2.33M Sell
120,806
-4,100
-3% -$78.9K 0.32% 66
2022
Q3 		$2.33M Sell
124,906
-7,359
-6% -$159K 0.35% 60
2022
Q2 		$2.79M Sell
132,265
-9,789
-7% -$225K 0.43% 47
2022
Q1 		$3.54M Buy
142,054
+4,224
+3% +$102K 0.48% 41
2021
Q4 		$3.63M Buy
137,830
+7,416
+6% +$183K 0.5% 37
2021
Q3 		$2.98M Buy
130,414
+2,926
+2% +$69.8K 0.45% 42
2021
Q2 		$2.92M Buy
127,488
+5,318
+4% +$118K 0.44% 43
2021
Q1 		$2.51M Buy
122,170
+2,104
+2% +$41.2K 0.41% 49
2020
Q4 		$2.28M Buy
120,066
+5,210
+5% +$96.4K 0.43% 49
2020
Q3 		$2.03M Sell
114,856
-14,876
-11% -$268K 0.42% 51
2020
Q2 		$2.29M Buy
129,732
+29,096
+29% +$505K 0.5% 47
2020
Q1 		$1.65M Sell
100,636
-5,492
-5% -$117K 0.43% 49
2019
Q4 		$2.44M Buy
106,128
+3,294
+3% +$76.7K 0.51% 39
2019
Q3 		$2.42M Buy
+102,834
New +$2.36M 0.54% 38

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

Smith, Moore & Co's SCHH Position: Q2 2026 in Review

Smith, Moore & Co increased its Schwab US REIT ETF (SCHH) stake by 2.1% in Q2 2026, buying an estimated $100K and bringing the position to 210,944 shares worth $5M. The position accounts for 0.32% of the portfolio, ranked #71.

Smith, Moore & Co first reported a position in SCHH in Q3 2019 and has held it in 28 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Smith, Moore & Co held 210,944 shares of Schwab US REIT ETF worth $5M as of Q2 2026.
  • Smith, Moore & Co bought 4,301 Schwab US REIT ETF shares in Q2 2026, an estimated $100K.
  • Schwab US REIT ETF made up 0.32% of Smith, Moore & Co's portfolio in Q2 2026, its #71 holding.
  • Smith, Moore & Co first reported a position in Schwab US REIT ETF in Q3 2019 and has held it in 28 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.