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

SRH 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
Q1 		– Sell
-1,659
Closed -$34.7K – 298
2025
Q4 		$34.7K Sell
1,659
-953
-36% -$20.2K 0.01% 153
2025
Q3 		$56.3K Buy
2,612
+12
+0.5% +$256 0.02% 128
2025
Q2 		$55K Buy
2,600
+12
+0.5% +$251 0.02% 127
2025
Q1 		$55.7K Buy
2,588
+8
+0.3% +$171 0.02% 120
2024
Q4 		$54.3K Buy
2,580
+17
+0.7% +$380 0.02% 122
2024
Q3 		$59.4K Buy
2,563
+25
+1% +$547 0.02% 118
2024
Q2 		$50.7K Hold
2,538
– – 0.02% 119
2024
Q1 		$51.5K Buy
2,538
+8
+0.3% +$160 0.02% 127
2023
Q4 		$52.4K Buy
2,530
+18
+0.7% +$335 0.02% 121
2023
Q3 		$44.6K Buy
2,512
+27
+1% +$520 0.02% 121
2023
Q2 		$48.5K Hold
2,485
– – 0.03% 115
2023
Q1 		$48K Buy
2,485
+10
+0.4% +$200 0.03% 115
2022
Q4 		$48K Buy
2,475
+12
+0.5% +$231 0.03% 118
2022
Q3 		$46K Buy
2,463
+12
+0.5% +$260 0.06% 121
2022
Q2 		$52K Buy
2,451
+9
+0.4% +$207 0.06% 114
2022
Q1 		$61K Hold
2,442
– – 0.07% 121
2021
Q4 		$64K Buy
2,442
+10
+0.4% +$246 0.07% 121
2021
Q3 		$56K Buy
2,432
+8
+0.3% +$191 0.07% 122
2021
Q2 		$56K Buy
2,424
+6
+0.2% +$133 0.07% 119
2021
Q1 		$50K Buy
2,418
+6
+0.2% +$117 0.07% 119
2020
Q4 		$46K Buy
2,412
+14
+0.6% +$259 0.08% 116
2020
Q3 		$42K Buy
2,398
+10
+0.4% +$180 0.08% 108
2020
Q2 		$42K Sell
2,388
-592
-20% -$10.3K 0.1% 91
2020
Q1 		$49K Buy
2,980
+6
+0.2% +$128 0.14% 80
2019
Q4 		$68K Buy
2,974
+26
+0.9% +$606 0.22% 70
2019
Q3 		$70K Buy
2,948
+10
+0.3% +$229 0.24% 69
2019
Q2 		$65K Hold
2,938
– – 0.22% 72
2019
Q1 		$65K Buy
2,938
+604
+26% +$12.8K 0.23% 73
2018
Q4 		$45K Buy
2,334
+28
+1% +$572 0.17% 81
2018
Q3 		$48K Buy
2,306
+10
+0.4% +$211 0.16% 89
2018
Q2 		$48K Buy
2,296
+530
+30% +$10.5K 0.18% 88
2018
Q1 		$34K Buy
1,766
+6
+0.3% +$116 0.13% 88
2017
Q4 		$37K Buy
1,760
+6
+0.3% +$125 0.15% 84
2017
Q3 		$36K Buy
1,754
+784
+81% +$16.2K 0.15% 84
2017
Q2 		$20K Hold
970
– – 0.1% 87
2017
Q1 		$20K Hold
970
– – 0.09% 85
2016
Q4 		$20K Buy
+970
New +$19.5K 0.1% 85

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

SRH Advisors's SCHH Position: Q1 2026 in Review

SRH Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 1,659 shares — an estimated $34.7K sold.

SRH Advisors first reported a position in SCHH in Q4 2016 and held it in 37 quarters. The position peaked at $70K in Q3 2019. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • SRH Advisors reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • SRH Advisors sold 1,659 Schwab US REIT ETF shares in Q1 2026, an estimated $34.7K.
  • SRH Advisors first reported a position in Schwab US REIT ETF in Q4 2016 and held it in 37 quarters.
  • SRH Advisors's Schwab US REIT ETF position peaked at $70K in Q3 2019.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.