SWM
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Stockman Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Stockman Wealth Management’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 		$2.33M Buy
98,351
+6,820
+7% +$159K 0.24% 58
2026
Q1 		$1.97M Buy
91,531
+3,270
+4% +$71.7K 0.22% 60
2025
Q4 		$1.84M Buy
88,261
+2,565
+3% +$54.4K 0.21% 63
2025
Q3 		$1.85M Buy
85,696
+6,901
+9% +$147K 0.23% 62
2025
Q2 		$1.67M Buy
78,795
+2,470
+3% +$51.7K 0.23% 61
2025
Q1 		$1.64M Buy
76,325
+34,315
+82% +$733K 0.24% 61
2024
Q4 		$885K Buy
42,010
+8,325
+25% +$186K 0.14% 75
2024
Q3 		$780K Buy
+33,685
New +$737K 0.12% 80
2018
Q2 		– Sell
-14,200
Closed -$272K – 155
2018
Q1 		$272K Buy
+14,200
New +$274K 0.12% 119

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

Stockman Wealth Management's SCHH Position: Q2 2026 in Review

Stockman Wealth Management increased its Schwab US REIT ETF (SCHH) stake by 7.5% in Q2 2026, buying an estimated $159K and bringing the position to 98,351 shares worth $2.33M. The position accounts for 0.24% of the portfolio, ranked #58.

Stockman Wealth Management first reported a position in SCHH in Q1 2018 and has held it in 9 quarters since. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Stockman Wealth Management held 98,351 shares of Schwab US REIT ETF worth $2.33M as of Q2 2026.
  • Stockman Wealth Management bought 6,820 Schwab US REIT ETF shares in Q2 2026, an estimated $159K.
  • Schwab US REIT ETF made up 0.24% of Stockman Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Stockman Wealth Management first reported a position in Schwab US REIT ETF in Q1 2018 and has held it in 9 quarters since.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.