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Texas Yale Capital Corp’s Schwab US REIT ETF SCHH Stock Holding History

Texas Yale Capital Corp’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 		$5.7M Sell
240,795
-12,323
-5% -$287K 0.12% 92
2026
Q1 		$5.44M Buy
253,118
+1,752
+0.7% +$38.4K 0.15% 91
2025
Q4 		$5.25M Buy
251,366
+76,023
+43% +$1.61M 0.16% 94
2025
Q3 		$3.78M Buy
175,343
+36,372
+26% +$776K 0.12% 124
2025
Q2 		$2.94M Buy
138,971
+7,023
+5% +$147K 0.1% 148
2025
Q1 		$2.84M Buy
131,948
+32,311
+32% +$691K 0.12% 152
2024
Q4 		$2.1M Buy
99,637
+3,250
+3% +$72.6K 0.08% 182
2024
Q3 		$2.23M Buy
96,387
+680
+0.7% +$14.9K 0.1% 174
2024
Q2 		$1.91M Sell
95,707
-1,830
-2% -$35.7K 0.09% 178
2024
Q1 		$1.98M Hold
97,537
– – 0.09% 173
2023
Q4 		$2.02M Sell
97,537
-9,770
-9% -$182K 0.1% 168
2023
Q3 		$1.9M Buy
107,307
+874
+0.8% +$16.8K 0.09% 162
2023
Q2 		$2.08M Sell
106,433
-500
-0.5% -$9.59K 0.1% 159
2023
Q1 		$2.09M Buy
106,933
+7,266
+7% +$146K 0.11% 157
2022
Q4 		$1.92M Buy
99,667
+65,375
+191% +$1.26M 0.11% 163
2022
Q3 		$641K Sell
34,292
-1,055
-3% -$22.8K 0.04% 285
2022
Q2 		$745K Buy
35,347
+1,491
+4% +$34.3K 0.05% 266
2022
Q1 		$843K Buy
33,856
+1,266
+4% +$30.6K 0.05% 262
2021
Q4 		$859K Sell
32,590
-300
-0.9% -$7.39K 0.04% 264
2021
Q3 		$751K Buy
32,890
+200
+0.6% +$4.77K 0.04% 274
2021
Q2 		$748K Buy
32,690
+890
+3% +$19.8K 0.04% 272
2021
Q1 		$653K Hold
31,800
– – 0.04% 280
2020
Q4 		$604K Buy
31,800
+676
+2% +$12.5K 0.04% 290
2020
Q3 		$550K Sell
31,124
-2,984
-9% -$53.7K 0.04% 286
2020
Q2 		$601K Hold
34,108
– – 0.05% 270
2020
Q1 		$558K Sell
34,108
-44,052
-56% -$940K 0.05% 266
2019
Q4 		$1.8M Buy
78,160
+4
+0% +$93 0.12% 157
2019
Q3 		$1.84M Buy
78,156
+10
+0% +$229 0.13% 146
2019
Q2 		$1.74M Sell
78,146
-77,250
-50% -$1.72M 0.13% 149
2019
Q1 		$3.45M Buy
155,396
+79,186
+104% +$1.68M 0.14% 145
2018
Q4 		$1.47M Hold
76,210
– – 0.13% 152
2018
Q3 		$1.59M Sell
76,210
-90
-0.1% -$1.9K 0.13% 162
2018
Q2 		$1.59M Hold
76,300
– – 0.14% 146
2018
Q1 		$1.46M Buy
76,300
+3,820
+5% +$73.6K 0.13% 163
2017
Q4 		$1.51M Buy
72,480
+25,000
+53% +$520K 0.13% 153
2017
Q3 		$976K Buy
47,480
+1,980
+4% +$40.8K 0.08% 226
2017
Q2 		$938K Buy
45,500
+90
+0.2% +$1.85K 0.08% 222
2017
Q1 		$926K Buy
45,410
+2,210
+5% +$45.3K 0.08% 218
2016
Q4 		$886K Buy
43,200
+31,200
+260% +$626K 0.08% 216
2016
Q3 		$256K Hold
12,000
– – 0.02% 402
2016
Q2 		$261K Hold
12,000
– – 0.03% 398
2016
Q1 		$248K Hold
12,000
– – 0.03% 396
2015
Q4 		$238K Hold
12,000
– – 0.02% 402
2015
Q3 		$223K Hold
12,000
– – 0.02% 429
2015
Q2 		$218K Buy
+12,000
New +$231K 0.02% 448

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

Texas Yale Capital Corp's SCHH Position: Q2 2026 in Review

Texas Yale Capital Corp reduced its Schwab US REIT ETF (SCHH) stake by 4.9% in Q2 2026, selling an estimated $287K and leaving 240,795 shares worth $5.7M. The position accounts for 0.12% of the portfolio, ranked #92.

Texas Yale Capital Corp first reported a position in SCHH in Q2 2015 and has held it in 45 quarters since. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Texas Yale Capital Corp held 240,795 shares of Schwab US REIT ETF worth $5.7M as of Q2 2026.
  • Texas Yale Capital Corp sold 12,323 Schwab US REIT ETF shares in Q2 2026, an estimated $287K.
  • Schwab US REIT ETF made up 0.12% of Texas Yale Capital Corp's portfolio in Q2 2026, its #92 holding.
  • Texas Yale Capital Corp first reported a position in Schwab US REIT ETF in Q2 2015 and has held it in 45 quarters since.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.