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Synergy Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Synergy Investment Management’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 		– Sell
-262
Closed -$5.62K – 1174
2026
Q1 		$5.62K Buy
+262
New +$5.74K ﹤0.01% 568

Other funds holding SCHH

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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

Synergy Investment Management's SCHH Position: Q2 2026 in Review

Synergy Investment Management sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 262 shares — an estimated $5.62K sold.

Synergy Investment Management first reported a position in SCHH in Q1 2026 and held it in 1 quarter. The position peaked at $5.62K in Q1 2026. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Synergy Investment Management reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 262 Schwab US REIT ETF shares in Q2 2026, an estimated $5.62K.
  • Synergy Investment Management first reported a position in Schwab US REIT ETF in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's Schwab US REIT ETF position peaked at $5.62K in Q1 2026.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.