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

Thompson 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 		$428K Buy
18,086
+898
+5% +$20.9K 0.05% 146
2026
Q1 		$369K Buy
17,188
+838
+5% +$18.4K 0.05% 143
2025
Q4 		$342K Buy
16,350
+881
+6% +$18.7K 0.04% 143
2025
Q3 		$334K Buy
15,469
+768
+5% +$16.4K 0.04% 145
2025
Q2 		$311K Buy
14,701
+936
+7% +$19.6K 0.04% 151
2025
Q1 		$296K Buy
13,765
+230
+2% +$4.92K 0.04% 149
2024
Q4 		$285K Buy
13,535
+951
+8% +$21.3K 0.04% 157
2024
Q3 		$292K Sell
12,584
-6
-0% -$131 0.04% 154
2024
Q2 		$251K Buy
12,590
+1,058
+9% +$20.6K 0.04% 153
2024
Q1 		$234K Buy
11,532
+1,505
+15% +$30.2K 0.04% 164
2023
Q4 		$208K Buy
10,027
+8,253
+465% +$153K 0.03% 172
2023
Q3 		$31.5K Buy
1,774
+108
+6% +$2.08K 0.01% 264
2023
Q2 		$32.5K Buy
1,666
+65
+4% +$1.25K 0.01% 271
2023
Q1 		$31.2K Buy
+1,601
New +$32.1K 0.01% 276

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

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

Thompson Investment Management increased its Schwab US REIT ETF (SCHH) stake by 5.2% in Q2 2026, buying an estimated $20.9K and bringing the position to 18,086 shares worth $428K. The position accounts for 0.05% of the portfolio, ranked #146.

Thompson Investment Management first reported a position in SCHH in Q1 2023 and has held it in 14 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Thompson Investment Management held 18,086 shares of Schwab US REIT ETF worth $428K as of Q2 2026.
  • Thompson Investment Management bought 898 Schwab US REIT ETF shares in Q2 2026, an estimated $20.9K.
  • Schwab US REIT ETF made up 0.05% of Thompson Investment Management's portfolio in Q2 2026, its #146 holding.
  • Thompson Investment Management first reported a position in Schwab US REIT ETF in Q1 2023 and has held it in 14 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.