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Vise Technologies’s Schwab US REIT ETF SCHH Stock Holding History

Vise Technologies’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 		$10M Buy
423,519
+5,464
+1% +$127K 0.11% 153
2026
Q1 		$8.73M Hold
418,055
– – 0.17% 99
2025
Q4 		$8.73M Buy
418,055
+25,125
+6% +$533K 0.17% 99
2025
Q3 		$8.48M Buy
392,930
+11,456
+3% +$244K 0.32% 63
2025
Q2 		$8.07M Buy
+381,474
New +$7.99M 0.33% 56
2024
Q4 		$7.74M Buy
367,407
+16,533
+5% +$370K 0.64% 26
2024
Q3 		$8.13M Sell
350,874
-26,315
-7% -$576K 1.03% 19
2024
Q2 		$7.53M Buy
377,189
+38,806
+11% +$757K 1.32% 17
2024
Q1 		$6.87M Buy
338,383
+31,648
+10% +$634K 1.35% 16
2023
Q4 		$6.35M Buy
306,735
+12,807
+4% +$238K 1.37% 14
2023
Q3 		$5.22M Sell
293,928
-14,957
-5% -$288K 1.28% 16
2023
Q2 		$6.03M Buy
308,885
+7,255
+2% +$139K 1.46% 16
2023
Q1 		$5.88M Buy
301,630
+11,391
+4% +$228K 1.55% 12
2022
Q4 		$5.6M Buy
290,239
+8,622
+3% +$166K 1.75% 10
2022
Q3 		$5.26M Buy
281,617
+9,387
+3% +$203K 1.98% 9
2022
Q2 		$5.74M Buy
272,230
+102,365
+60% +$2.36M 2.23% 7
2022
Q1 		$4.23M Buy
+169,865
New +$4.1M 1.59% 11

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

Vise Technologies's SCHH Position: Q2 2026 in Review

Vise Technologies increased its Schwab US REIT ETF (SCHH) stake by 1.3% in Q2 2026, buying an estimated $127K and bringing the position to 423,519 shares worth $10M. The position accounts for 0.11% of the portfolio, ranked #153.

Vise Technologies first reported a position in SCHH in Q1 2022 and has held it in 17 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Vise Technologies held 423,519 shares of Schwab US REIT ETF worth $10M as of Q2 2026.
  • Vise Technologies bought 5,464 Schwab US REIT ETF shares in Q2 2026, an estimated $127K.
  • Schwab US REIT ETF made up 0.11% of Vise Technologies's portfolio in Q2 2026, its #153 holding.
  • Vise Technologies first reported a position in Schwab US REIT ETF in Q1 2022 and has held it in 17 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.