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Swan Capital’s Schwab US REIT ETF SCHH Stock Holding History

Swan Capital’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 		$829 Buy
+35
New +$816 ﹤0.01% 479

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

Swan Capital's SCHH Position: Q2 2026 in Review

Swan Capital opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 35 shares worth $829. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings.

588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Swan Capital held 35 shares of Schwab US REIT ETF worth $829 as of Q2 2026.
  • Schwab US REIT ETF was a new Swan Capital position in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #479 holding.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.