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

Tortoise 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 		$13.5M Buy
570,742
+9,435
+2% +$220K 1.01% 33
2026
Q1 		$12.1M Buy
561,307
+37,398
+7% +$820K 1% 31
2025
Q4 		$10.9M Buy
523,909
+28,602
+6% +$606K 0.96% 34
2025
Q3 		$10.7M Sell
495,307
-25,576
-5% -$545K 0.95% 30
2025
Q2 		$11M Sell
520,883
-15,759
-3% -$330K 1.05% 27
2025
Q1 		$11.5M Buy
536,642
+20,226
+4% +$432K 1.2% 27
2024
Q4 		$10.9M Sell
516,416
-1,941
-0.4% -$43.4K 1.15% 27
2024
Q3 		$12M Buy
518,357
+18,116
+4% +$396K 1.25% 25
2024
Q2 		$9.99M Sell
500,241
-9,017
-2% -$176K 1.14% 27
2024
Q1 		$10.3M Buy
509,258
+24,253
+5% +$486K 1.26% 20
2023
Q4 		$10M Buy
485,005
+4,411
+0.9% +$82K 1.36% 21
2023
Q3 		$8.53M Buy
480,594
+151,373
+46% +$2.91M 1.27% 21
2023
Q2 		$6.43M Buy
329,221
+291,737
+778% +$5.59M 0.95% 29
2023
Q1 		$731K Buy
37,484
+10,426
+39% +$209K 0.12% 115
2022
Q4 		$522K Buy
27,058
+7,400
+38% +$142K 0.09% 132
2022
Q3 		$367K Sell
19,658
-400
-2% -$8.65K 0.07% 142
2022
Q2 		$423K Buy
20,058
+330
+2% +$7.59K 0.08% 128
2022
Q1 		$491K Sell
19,728
-2,540
-11% -$61.3K 0.09% 121
2021
Q4 		$587K Buy
22,268
+3,168
+17% +$78.1K 0.11% 107
2021
Q3 		$436K Sell
19,100
-2,450
-11% -$58.4K 0.09% 114
2021
Q2 		$493K Buy
21,550
+4,160
+24% +$92.5K 0.1% 106
2021
Q1 		$357K Buy
17,390
+1,740
+11% +$34K 0.08% 119
2020
Q4 		$297K Buy
15,650
+7,440
+91% +$138K 0.07% 121
2020
Q3 		$145K Buy
8,210
+1,000
+14% +$18K 0.04% 156
2020
Q2 		$127K Hold
7,210
– – 0.03% 164
2020
Q1 		$118K Buy
7,210
+6,600
+1,082% +$141K 0.03% 160
2019
Q4 		$14K Hold
610
– – ﹤0.01% 367
2019
Q3 		$14K Hold
610
– – ﹤0.01% 362
2019
Q2 		$14K Sell
610
-130
-18% -$2.9K ﹤0.01% 388
2019
Q1 		$16K Hold
740
– – ﹤0.01% 355
2018
Q4 		$14K Hold
740
– – ﹤0.01% 354
2018
Q3 		$15K Sell
740
-3,646
-83% -$77.1K ﹤0.01% 360
2018
Q2 		$92K Sell
4,386
-2,000
-31% -$39.6K 0.03% 192
2018
Q1 		$122K Buy
6,386
+6,026
+1,674% +$116K 0.03% 165
2017
Q4 		$8K Hold
360
– – ﹤0.01% 415
2017
Q3 		$7K Hold
360
– – ﹤0.01% 394
2017
Q2 		$7K Hold
360
– – ﹤0.01% 386
2017
Q1 		$7K Sell
360
-138
-28% -$2.83K ﹤0.01% 367
2016
Q4 		$10K Hold
498
– – ﹤0.01% 334
2016
Q3 		$11K Hold
498
– – ﹤0.01% 304
2016
Q2 		$11K Hold
498
– – ﹤0.01% 306
2016
Q1 		$10K Buy
498
+138
+38% +$2.65K ﹤0.01% 285
2015
Q4 		$7K Hold
360
– – ﹤0.01% 333
2015
Q3 		$7K Hold
360
– – ﹤0.01% 315
2015
Q2 		$7K Buy
360
+80
+29% +$1.54K ﹤0.01% 339
2015
Q1 		$6K Buy
280
+102
+57% +$2.08K ﹤0.01% 331
2014
Q4 		$3K Hold
178
– – ﹤0.01% 398
2014
Q3 		$3K Hold
178
– – ﹤0.01% 352
2014
Q2 		$3K Sell
178
-758
-81% -$13.1K ﹤0.01% 370
2014
Q1 		$16K Buy
+936
New +$15K 0.01% 243
2013
Q4 		– Sell
-1,020
Closed -$16K – 378
2013
Q3 		$16K Buy
1,020
+12
+1% +$190 0.01% 214
2013
Q2 		$16K Buy
+1,008
New +$17K 0.01% 203

Other funds holding SCHH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

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

Tortoise Investment Management increased its Schwab US REIT ETF (SCHH) stake by 1.7% in Q2 2026, buying an estimated $220K and bringing the position to 570,742 shares worth $13.5M. The position accounts for 1.01% of the portfolio, ranked #33.

Tortoise Investment Management first reported a position in SCHH in Q2 2013 and has held it in 52 quarters since. 390 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Tortoise Investment Management held 570,742 shares of Schwab US REIT ETF worth $13.5M as of Q2 2026.
  • Tortoise Investment Management bought 9,435 Schwab US REIT ETF shares in Q2 2026, an estimated $220K.
  • Schwab US REIT ETF made up 1.01% of Tortoise Investment Management's portfolio in Q2 2026, its #33 holding.
  • Tortoise Investment Management first reported a position in Schwab US REIT ETF in Q2 2013 and has held it in 52 quarters since.
  • 390 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.