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Summit Financial’s Schwab US REIT ETF SCHH Stock Holding History

Summit Financial’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 		$2.42M Buy
102,335
+6,713
+7% +$157K 0.03% 584
2026
Q1 		$2.05M Buy
95,622
+1,328
+1% +$29.1K 0.03% 572
2025
Q4 		$1.97M Buy
94,294
+12,799
+16% +$271K 0.03% 500
2025
Q3 		$1.76M Buy
81,495
+1,435
+2% +$30.6K 0.03% 504
2025
Q2 		$1.69M Buy
+80,060
New +$1.68M 0.04% 321

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

Summit Financial's SCHH Position: Q2 2026 in Review

Summit Financial increased its Schwab US REIT ETF (SCHH) stake by 7% in Q2 2026, buying an estimated $157K and bringing the position to 102,335 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #584.

Summit Financial first reported a position in SCHH in Q2 2025 and has held it in 5 quarters since. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Summit Financial held 102,335 shares of Schwab US REIT ETF worth $2.42M as of Q2 2026.
  • Summit Financial bought 6,713 Schwab US REIT ETF shares in Q2 2026, an estimated $157K.
  • Schwab US REIT ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #584 holding.
  • Summit Financial first reported a position in Schwab US REIT ETF in Q2 2025 and has held it in 5 quarters since.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.