SIS
SCHH icon

Strategic Investment Solutions’s Schwab US REIT ETF SCHH Stock Holding History

Strategic Investment Solutions’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 		$12.7K Buy
537
+2
+0.4% +$47 ﹤0.01% 411
2026
Q1 		$11.5K Buy
535
+1
+0.2% +$22 ﹤0.01% 411
2025
Q4 		$11.1K Buy
534
+4
+0.8% +$85 ﹤0.01% 388
2025
Q3 		$11.4K Buy
530
+2
+0.4% +$43 ﹤0.01% 362
2025
Q2 		$11.2K Sell
528
-134
-20% -$2.81K ﹤0.01% 349
2025
Q1 		$14.2K Buy
662
+1
+0.2% +$21 ﹤0.01% 327
2024
Q4 		$13.9K Sell
661
-4,051
-86% -$90.5K ﹤0.01% 349
2024
Q3 		$109K Buy
4,712
+4,206
+831% +$92K 0.03% 134
2024
Q2 		$18.6K Buy
+506
New +$9.87K 0.01% 271
2023
Q4 		$10.7K Sell
518
-32,939
-98% -$612K ﹤0.01% 744
2023
Q3 		$644K Buy
33,457
+32,948
+6,473% +$634K 0.01% 367
2023
Q2 		$9.54K Sell
509
-48
-9% -$920 ﹤0.01% 570
2023
Q1 		$10.9K Buy
+557
New +$11.2K ﹤0.01% 634

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

Strategic Investment Solutions's SCHH Position: Q2 2026 in Review

Strategic Investment Solutions increased its Schwab US REIT ETF (SCHH) stake by 0.37% in Q2 2026, buying an estimated $47 and bringing the position to 537 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Strategic Investment Solutions first reported a position in SCHH in Q1 2023 and has held it in 13 quarters since. The position peaked at $644K in Q3 2023. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Strategic Investment Solutions held 537 shares of Schwab US REIT ETF worth $12.7K as of Q2 2026.
  • Strategic Investment Solutions bought 2 Schwab US REIT ETF shares in Q2 2026, an estimated $47.
  • Schwab US REIT ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #411 holding.
  • Strategic Investment Solutions first reported a position in Schwab US REIT ETF in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's Schwab US REIT ETF position peaked at $644K in Q3 2023.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.