SGK
SCHH icon

Steigerwald Gordon & Koch’s Schwab US REIT ETF SCHH Stock Holding History

Steigerwald Gordon & Koch’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 		$10.6K Hold
446
– – ﹤0.01% 530
2026
Q1 		$9.59K Hold
446
– – ﹤0.01% 524
2025
Q4 		$9.32K Sell
446
-56
-11% -$1.19K ﹤0.01% 581
2025
Q3 		$10.8K Buy
+502
New +$10.7K ﹤0.01% 518

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

Steigerwald Gordon & Koch's SCHH Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 446 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Steigerwald Gordon & Koch first reported a position in SCHH in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.8K in Q3 2025. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Steigerwald Gordon & Koch held 446 shares of Schwab US REIT ETF worth $10.6K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #530 holding.
  • Steigerwald Gordon & Koch first reported a position in Schwab US REIT ETF in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Schwab US REIT ETF position peaked at $10.8K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.