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SCHH icon

Sunbelt Securities’s Schwab US REIT ETF SCHH Stock Holding History

Sunbelt Securities’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
Q1 		$17.1K Buy
796
+21
+3% +$460 ﹤0.01% 1337
2025
Q4 		$16.2K Hold
775
– – ﹤0.01% 1313
2025
Q3 		$16.7K Buy
775
+573
+284% +$12.2K ﹤0.01% 1313
2025
Q2 		$4.25K Sell
202
-658
-77% -$13.8K ﹤0.01% 1483
2025
Q1 		$18.5K Buy
860
+658
+326% +$14.1K ﹤0.01% 1141
2024
Q4 		$4.21K Sell
202
-430
-68% -$9.61K ﹤0.01% 1486
2024
Q3 		$14.6K Buy
632
+1
+0.2% +$22 ﹤0.01% 1223
2024
Q2 		$12.6K Sell
631
-50
-7% -$975 ﹤0.01% 1220
2024
Q1 		$13.8K Buy
681
+25
+4% +$501 ﹤0.01% 1167
2023
Q4 		$13.6K Sell
656
-571
-47% -$10.6K ﹤0.01% 1109
2023
Q3 		$21.8K Buy
1,227
+126
+11% +$2.42K ﹤0.01% 997
2023
Q2 		$21.5K Buy
1,101
+54
+5% +$1.03K ﹤0.01% 1004
2023
Q1 		$20K Buy
+1,047
New +$21K ﹤0.01% 962
2020
Q2 		– Sell
-37,508
Closed -$716K – 368
2020
Q1 		$716K Buy
+37,508
New +$800K 0.03% 180

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Sunbelt Securities's SCHH Position: Q1 2026 in Review

Sunbelt Securities increased its Schwab US REIT ETF (SCHH) stake by 2.7% in Q1 2026, buying an estimated $460 and bringing the position to 796 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

Sunbelt Securities first reported a position in SCHH in Q1 2020 and has held it in 14 quarters since. The position peaked at $716K in Q1 2020. 568 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Sunbelt Securities held 796 shares of Schwab US REIT ETF worth $17.1K as of Q1 2026.
  • Sunbelt Securities bought 21 Schwab US REIT ETF shares in Q1 2026, an estimated $460.
  • Schwab US REIT ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1337 holding.
  • Sunbelt Securities first reported a position in Schwab US REIT ETF in Q1 2020 and has held it in 14 quarters since.
  • Sunbelt Securities's Schwab US REIT ETF position peaked at $716K in Q1 2020.
  • 568 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.