Truist Financial
SCHH icon

Truist Financial’s Schwab US REIT ETF SCHH Stock Holding History

Truist Financial’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 		$1.34M Sell
56,582
-3,489
-6% -$81.3K ﹤0.01% 1605
2026
Q1 		$1.29M Buy
60,071
+2,000
+3% +$43.8K ﹤0.01% 1572
2025
Q4 		$1.21M Buy
58,071
+17,134
+42% +$363K ﹤0.01% 1563
2025
Q3 		$883K Buy
40,937
+24,065
+143% +$513K ﹤0.01% 1735
2025
Q2 		$357K Sell
16,872
-332
-2% -$6.96K ﹤0.01% 2127
2025
Q1 		$370K Sell
17,204
-10,949
-39% -$234K ﹤0.01% 2039
2024
Q4 		$593K Sell
28,153
-43,489
-61% -$972K ﹤0.01% 1777
2024
Q3 		$1.66M Sell
71,642
-35,859
-33% -$785K ﹤0.01% 1314
2024
Q2 		$2.15M Sell
107,501
-9,497
-8% -$185K ﹤0.01% 1243
2024
Q1 		$2.38M Buy
116,998
+4,651
+4% +$93.2K ﹤0.01% 1197
2023
Q4 		$2.33M Buy
112,347
+8,481
+8% +$158K ﹤0.01% 1190
2023
Q3 		$1.84M Sell
103,866
-3,963
-4% -$76.3K ﹤0.01% 1280
2023
Q2 		$2.11M Sell
107,829
-3,003
-3% -$57.6K ﹤0.01% 1241
2023
Q1 		$2.16M Sell
110,832
-32,588
-23% -$653K ﹤0.01% 1188
2022
Q4 		$2.77M Sell
143,420
-8,446
-6% -$163K ﹤0.01% 1052
2022
Q3 		$2.84M Buy
151,866
+7,647
+5% +$165K 0.01% 1005
2022
Q2 		$3.04M Buy
144,219
+9,066
+7% +$209K 0.01% 1008
2022
Q1 		$3.36M Buy
135,153
+41,281
+44% +$996K 0.01% 1045
2021
Q4 		$2.47M Buy
93,872
+4,388
+5% +$108K ﹤0.01% 1183
2021
Q3 		$2.04M Sell
89,484
-4,878
-5% -$116K ﹤0.01% 1263
2021
Q2 		$2.16M Buy
94,362
+6,116
+7% +$136K ﹤0.01% 1247
2021
Q1 		$1.81M Sell
88,246
-5,892
-6% -$115K ﹤0.01% 1286
2020
Q4 		$1.79M Buy
94,138
+18,194
+24% +$337K ﹤0.01% 1221
2020
Q3 		$1.34M Sell
75,944
-6,140
-7% -$110K ﹤0.01% 1242
2020
Q2 		$1.45M Sell
82,084
-60,146
-42% -$1.04M ﹤0.01% 1158
2020
Q1 		$2.33M Buy
142,230
+9,190
+7% +$196K 0.01% 922
2019
Q4 		$3.06M Buy
+133,040
New +$3.1M 0.01% 951

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

Truist Financial's SCHH Position: Q2 2026 in Review

Truist Financial reduced its Schwab US REIT ETF (SCHH) stake by 5.8% in Q2 2026, selling an estimated $81.3K and leaving 56,582 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Truist Financial first reported a position in SCHH in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.36M in Q1 2022. 596 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Truist Financial held 56,582 shares of Schwab US REIT ETF worth $1.34M as of Q2 2026.
  • Truist Financial sold 3,489 Schwab US REIT ETF shares in Q2 2026, an estimated $81.3K.
  • Schwab US REIT ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1605 holding.
  • Truist Financial first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Schwab US REIT ETF position peaked at $3.36M in Q1 2022.
  • 596 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.