Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Schwab US REIT ETF SCHH Stock Holding History

Sumitomo Mitsui Trust Group’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 		$374K Buy
15,797
+5,011
+46% +$117K ﹤0.01% 1010
2026
Q1 		$232K Sell
10,786
-2,543
-19% -$55.7K ﹤0.01% 1024
2025
Q4 		$278K Sell
13,329
-10,770
-45% -$228K ﹤0.01% 1018
2025
Q3 		$520K Buy
24,099
+3,710
+18% +$79.1K ﹤0.01% 936
2025
Q2 		$431K Buy
20,389
+7,976
+64% +$167K ﹤0.01% 943
2025
Q1 		$267K Buy
+12,413
New +$265K ﹤0.01% 997
2024
Q4 		– Sell
-35,798
Closed -$829K – 1063
2024
Q3 		$829K Buy
35,798
+9,080
+34% +$199K ﹤0.01% 911
2024
Q2 		$534K Sell
26,718
-15,949
-37% -$311K ﹤0.01% 961
2024
Q1 		$866K Buy
42,667
+4,037
+10% +$80.9K ﹤0.01% 976
2023
Q4 		$800K Buy
+38,630
New +$718K ﹤0.01% 997
2023
Q3 		– Sell
-37,206
Closed -$727K – 1157
2023
Q2 		$727K Buy
37,206
+15,399
+71% +$295K ﹤0.01% 1027
2023
Q1 		$425K Buy
21,807
+2,518
+13% +$50.4K ﹤0.01% 1081
2022
Q4 		$372K Buy
+19,289
New +$371K ﹤0.01% 1133

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

Sumitomo Mitsui Trust Group's SCHH Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Schwab US REIT ETF (SCHH) stake by 46% in Q2 2026, buying an estimated $117K and bringing the position to 15,797 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Sumitomo Mitsui Trust Group first reported a position in SCHH in Q4 2022 and has held it in 13 quarters since. The position peaked at $866K in Q1 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 15,797 shares of Schwab US REIT ETF worth $374K as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 5,011 Schwab US REIT ETF shares in Q2 2026, an estimated $117K.
  • Schwab US REIT ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #1010 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 13 quarters since.
  • Sumitomo Mitsui Trust Group's Schwab US REIT ETF position peaked at $866K in Q1 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.