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Stevens Capital Partners’s Schwab US REIT ETF SCHH Stock Holding History

Stevens Capital Partners’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 		$217K Buy
+10,119
New +$222K 0.05% 121

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 $11B AUM 18.22% 1-Year Est. Return

Stevens Capital Partners's SCHH Position: Q1 2026 in Review

Stevens Capital Partners opened a new position in Schwab US REIT ETF (SCHH) in Q1 2026: 10,119 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #121 among its holdings.

565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Stevens Capital Partners held 10,119 shares of Schwab US REIT ETF worth $217K as of Q1 2026.
  • Schwab US REIT ETF was a new Stevens Capital Partners position in Q1 2026.
  • Schwab US REIT ETF made up 0.05% of Stevens Capital Partners's portfolio in Q1 2026, its #121 holding.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.