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Stableford Capital II’s Schwab US REIT ETF SCHH Stock Holding History

Stableford Capital II’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 		$353K Sell
14,899
-4,717
-24% -$110K 0.12% 136
2026
Q1 		$422K Sell
19,616
-1,894
-9% -$41.5K 0.16% 128
2025
Q4 		$449K Sell
21,510
-433
-2% -$9.18K 0.16% 128
2025
Q3 		$473K Buy
21,943
+527
+2% +$11.2K 0.17% 122
2025
Q2 		$464K Hold
21,416
– – 0.17% 109
2025
Q1 		$443K Buy
21,416
+1,335
+7% +$28.5K 0.19% 97
2024
Q4 		$423K Sell
20,081
-42,871
-68% -$958K 0.17% 112
2024
Q3 		$1.42M Buy
62,952
+42,438
+207% +$929K 0.57% 50
2024
Q2 		$438K Sell
20,514
-170
-0.8% -$3.31K 0.17% 117
2024
Q1 		$420K Sell
20,684
-1,132
-5% -$22.7K 0.17% 114
2023
Q4 		$444K Sell
21,816
-184
-0.8% -$3.42K 0.19% 104
2023
Q3 		$376K Hold
22,000
– – 0.17% 93
2023
Q2 		$427K Buy
+22,000
New +$422K 0.19% 92
2023
Q1 		– Sell
-19,113
Closed -$376K – 145
2022
Q4 		$376K Hold
19,113
– – 0.2% 92
2022
Q3 		$347K Sell
19,113
-149
-0.8% -$3.22K 0.17% 100
2022
Q2 		$433K Hold
19,262
– – 0.2% 95
2022
Q1 		$487K Buy
19,262
+336
+2% +$8.11K 0.21% 100
2021
Q4 		$454K Sell
18,926
-1,308
-6% -$32.2K 0.19% 100
2021
Q3 		$483K Sell
20,234
-1,338
-6% -$31.9K 0.24% 92
2021
Q2 		$494K Sell
21,572
-60,252
-74% -$1.34M 0.24% 95
2021
Q1 		$1.68M Buy
81,824
+25,260
+45% +$494K 0.85% 32
2020
Q4 		$1.07M Buy
56,564
+2,262
+4% +$41.8K 0.63% 40
2020
Q3 		$960K Buy
54,302
+21,444
+65% +$386K 0.65% 38
2020
Q2 		$579K Buy
+32,858
New +$571K 0.43% 43

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

Stableford Capital II's SCHH Position: Q2 2026 in Review

Stableford Capital II reduced its Schwab US REIT ETF (SCHH) stake by 24% in Q2 2026, selling an estimated $110K and leaving 14,899 shares worth $353K. The position accounts for 0.12% of the portfolio, ranked #136.

Stableford Capital II first reported a position in SCHH in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.68M in Q1 2021. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Stableford Capital II held 14,899 shares of Schwab US REIT ETF worth $353K as of Q2 2026.
  • Stableford Capital II sold 4,717 Schwab US REIT ETF shares in Q2 2026, an estimated $110K.
  • Schwab US REIT ETF made up 0.12% of Stableford Capital II's portfolio in Q2 2026, its #136 holding.
  • Stableford Capital II first reported a position in Schwab US REIT ETF in Q2 2020 and has held it in 24 quarters since.
  • Stableford Capital II's Schwab US REIT ETF position peaked at $1.68M in Q1 2021.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Stableford Capital II's 13F filing for Q2 2026, filed 6 Jul 2026.