TPCW
SCHH icon

TD Private Client Wealth’s Schwab US REIT ETF SCHH Stock Holding History

TD Private Client Wealth’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 		$43.8K Buy
+1,850
New +$43.1K ﹤0.01% 919
2026
Q1 		– Sell
-22
Closed -$460 – 1727
2025
Q4 		$460 Hold
22
– – ﹤0.01% 1491
2025
Q3 		$475 Buy
22
+10
+83% +$213 ﹤0.01% 1475
2025
Q2 		$254 Buy
+12
New +$251 ﹤0.01% 1368

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

TD Private Client Wealth's SCHH Position: Q2 2026 in Review

TD Private Client Wealth opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 1,850 shares worth $43.8K. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in SCHH as recently as Q4 2025.

TD Private Client Wealth first reported a position in SCHH in Q2 2025 and has held it in 4 quarters since. 593 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • TD Private Client Wealth held 1,850 shares of Schwab US REIT ETF worth $43.8K as of Q2 2026.
  • Schwab US REIT ETF was a new TD Private Client Wealth position in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #919 holding.
  • TD Private Client Wealth first reported a position in Schwab US REIT ETF in Q2 2025 and has held it in 4 quarters since.
  • 593 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.