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Tidemark’s Schwab US REIT ETF SCHH Stock Holding History

Tidemark’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 		$14.8K Buy
623
+62
+11% +$1.45K ﹤0.01% 459
2026
Q1 		$12.1K Buy
561
+168
+43% +$3.68K ﹤0.01% 443
2025
Q4 		$8.2K Buy
393
+189
+93% +$4.01K ﹤0.01% 449
2025
Q3 		$4.39K Buy
204
+2
+1% +$43 ﹤0.01% 539
2025
Q2 		$4.28K Buy
202
+1
+0.5% +$21 ﹤0.01% 543
2025
Q1 		$4.31K Buy
201
+1
+0.5% +$21 ﹤0.01% 546
2024
Q4 		$4.2K Buy
200
+3
+2% +$67 ﹤0.01% 528
2024
Q3 		$4.58K Buy
197
+3
+2% +$66 ﹤0.01% 498
2024
Q2 		$3.88K Hold
194
– – ﹤0.01% 486
2024
Q1 		$3.95K Buy
194
+1
+0.5% +$20 ﹤0.01% 539
2023
Q4 		$4K Buy
+193
New +$3.59K ﹤0.01% 536

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

Tidemark's SCHH Position: Q2 2026 in Review

Tidemark increased its Schwab US REIT ETF (SCHH) stake by 11% in Q2 2026, buying an estimated $1.45K and bringing the position to 623 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Tidemark first reported a position in SCHH in Q4 2023 and has held it in 11 quarters since. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Tidemark held 623 shares of Schwab US REIT ETF worth $14.8K as of Q2 2026.
  • Tidemark bought 62 Schwab US REIT ETF shares in Q2 2026, an estimated $1.45K.
  • Schwab US REIT ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #459 holding.
  • Tidemark first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.