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Trivium Point Advisory’s Schwab US REIT ETF SCHH Stock Holding History

Trivium Point Advisory’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 		$699K Buy
+29,520
New +$688K 0.06% 220
2026
Q1 		– Sell
-19,727
Closed -$412K – 328
2025
Q4 		$412K Buy
19,727
+4,414
+29% +$93.6K 0.04% 261
2025
Q3 		$330K Buy
15,313
+3,834
+33% +$81.8K 0.03% 282
2025
Q2 		$243K Buy
11,479
+199
+2% +$4.17K 0.03% 312
2025
Q1 		$243K Buy
+11,280
New +$241K 0.03% 307

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

Trivium Point Advisory's SCHH Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 29,520 shares worth $699K. The stake represents 0.06% of the portfolio and ranks #220 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in SCHH as recently as Q4 2025.

Trivium Point Advisory first reported a position in SCHH in Q1 2025 and has held it in 5 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Trivium Point Advisory held 29,520 shares of Schwab US REIT ETF worth $699K as of Q2 2026.
  • Schwab US REIT ETF was a new Trivium Point Advisory position in Q2 2026.
  • Schwab US REIT ETF made up 0.06% of Trivium Point Advisory's portfolio in Q2 2026, its #220 holding.
  • Trivium Point Advisory first reported a position in Schwab US REIT ETF in Q1 2025 and has held it in 5 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.