Steward Partners Investment Advisory’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $75.9K | Buy |
3,534
+120
| +4% | +$2.63K | ﹤0.01% | 2545 |
|
|
2025
Q4 | $71.3K | Buy |
3,414
+387
| +13% | +$8.21K | ﹤0.01% | 2484 |
|
|
2025
Q3 | $65.3K | Buy |
3,027
+2,367
| +359% | +$50.5K | ﹤0.01% | 2474 |
|
|
2025
Q2 | $14K | Sell |
660
-219
| -25% | -$4.59K | ﹤0.01% | 3058 |
|
|
2025
Q1 | $18.9K | Sell |
879
-2,511
| -74% | -$53.7K | ﹤0.01% | 2829 |
|
|
2024
Q4 | $71.4K | Sell |
3,390
-537
| -14% | -$12K | ﹤0.01% | 2154 |
|
|
2024
Q3 | $91K | Buy |
3,927
+3,272
| +500% | +$71.6K | ﹤0.01% | 1925 |
|
|
2024
Q2 | $13.1K | Sell |
655
-222
| -25% | -$4.33K | ﹤0.01% | 2707 |
|
|
2024
Q1 | $17.8K | Buy |
877
+683
| +352% | +$13.7K | ﹤0.01% | 2563 |
|
|
2023
Q4 | $4.02K | Hold |
194
| – | – | ﹤0.01% | 3039 |
|
|
2023
Q3 | $3.44K | Hold |
194
| – | – | ﹤0.01% | 2941 |
|
|
2023
Q2 | $3.79K | Sell |
194
-926
| -83% | -$17.8K | ﹤0.01% | 2879 |
|
|
2023
Q1 | $21.8K | Buy |
1,120
+859
| +329% | +$17.2K | ﹤0.01% | 2212 |
|
|
2022
Q4 | $5.04K | Sell |
261
-8,256
| -97% | -$159K | ﹤0.01% | 2769 |
|
|
2022
Q3 | $159K | Sell |
8,517
-66
| -0.8% | -$1.43K | ﹤0.01% | 1298 |
|
|
2022
Q2 | $181K | Buy |
8,583
+4,573
| +114% | +$105K | ﹤0.01% | 1246 |
|
|
2022
Q1 | $100K | Buy |
4,010
+26
| +0.7% | +$627 | ﹤0.01% | 1612 |
|
|
2021
Q4 | $105K | Hold |
3,984
| – | – | ﹤0.01% | 1580 |
|
|
2021
Q3 | $91K | Buy |
3,984
+2,314
| +139% | +$55.2K | ﹤0.01% | 1595 |
|
|
2021
Q2 | $38K | Sell |
1,670
-486
| -23% | -$10.8K | ﹤0.01% | 3849 |
|
|
2021
Q1 | $44.3K | Buy |
2,156
+2,094
| +3,377% | +$41K | ﹤0.01% | 2051 |
|
|
2020
Q4 | $1K | Sell |
62
-24
| -28% | -$444 | ﹤0.01% | 2809 |
|
|
2020
Q3 | $2K | Sell |
86
-648
| -88% | -$11.7K | ﹤0.01% | 2596 |
|
|
2020
Q2 | $13K | Sell |
734
-432
| -37% | -$7.5K | ﹤0.01% | 1936 |
|
|
2020
Q1 | $19K | Sell |
1,166
-10
| -0.9% | -$213 | ﹤0.01% | 1632 |
|
|
2019
Q4 | $27K | Buy |
1,176
+1,132
| +2,573% | +$26.4K | ﹤0.01% | 1673 |
|
|
2019
Q3 | $1K | Sell |
44
-1,352
| -97% | -$31K | ﹤0.01% | 2549 |
|
|
2019
Q2 | $31K | Buy |
+1,396
| New | +$31.2K | ﹤0.01% | 1538 |
|
|
2018
Q4 | – | Sell |
-118
| Closed | -$2K | – | 1902 |
|
|
2018
Q3 | $2K | Buy |
118
+34
| +40% | +$719 | ﹤0.01% | 2398 |
|
|
2018
Q2 | $2K | Sell |
84
-28
| -25% | -$554 | ﹤0.01% | 2249 |
|
|
2018
Q1 | $2K | Hold |
112
| – | – | ﹤0.01% | 2033 |
|
|
2017
Q4 | $2K | Hold |
112
| – | – | ﹤0.01% | 1719 |
|
|
2017
Q3 | $2K | Hold |
112
| – | – | ﹤0.01% | 1519 |
|
|
2017
Q2 | $2K | Buy |
112
+32
| +40% | +$658 | ﹤0.01% | 1441 |
|
|
2017
Q1 | $1K | Buy |
+80
| New | +$1.64K | ﹤0.01% | 1433 |
|
Other funds holding SCHH
DI
BEI
Steward Partners Investment Advisory's SCHH Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its Schwab US REIT ETF (SCHH) stake by 3.5% in Q1 2026, buying an estimated $2.63K and bringing the position to 3,534 shares worth $75.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2545.
Steward Partners Investment Advisory first reported a position in SCHH in Q1 2017 and has held it in 35 quarters since. The position peaked at $181K in Q2 2022. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.
- Steward Partners Investment Advisory held 3,534 shares of Schwab US REIT ETF worth $75.9K as of Q1 2026.
- Steward Partners Investment Advisory bought 120 Schwab US REIT ETF shares in Q1 2026, an estimated $2.63K.
- Schwab US REIT ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2545 holding.
- Steward Partners Investment Advisory first reported a position in Schwab US REIT ETF in Q1 2017 and has held it in 35 quarters since.
- Steward Partners Investment Advisory's Schwab US REIT ETF position peaked at $181K in Q2 2022.
- 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.