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Smithfield Trust’s Schwab US REIT ETF SCHH Stock Holding History

Smithfield Trust’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 		$7K Hold
312
– – ﹤0.01% 950
2026
Q1 		$7K Hold
312
– – ﹤0.01% 949
2025
Q4 		$7K Hold
312
– – ﹤0.01% 949
2025
Q3 		$7K Hold
312
– – ﹤0.01% 922
2025
Q2 		$7K Hold
312
– – ﹤0.01% 930
2025
Q1 		$7K Hold
312
– – ﹤0.01% 927
2024
Q4 		$7K Hold
312
– – ﹤0.01% 941
2024
Q3 		$7K Hold
312
– – ﹤0.01% 904
2024
Q2 		$6K Hold
312
– – ﹤0.01% 897
2024
Q1 		$6K Hold
312
– – ﹤0.01% 917
2023
Q4 		$6K Buy
+312
New +$5.8K ﹤0.01% 914

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

Smithfield Trust's SCHH Position: Q2 2026 in Review

Smithfield Trust held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 312 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Smithfield Trust 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.

  • Smithfield Trust held 312 shares of Schwab US REIT ETF worth $7K as of Q2 2026.
  • Smithfield Trust left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Smithfield Trust's portfolio in Q2 2026, its #950 holding.
  • Smithfield Trust 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 Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.