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Vivaldi Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Vivaldi Capital 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 		– Sell
-111,181
Closed -$2.39M – 202
2026
Q1 		$2.39M Buy
111,181
+6,300
+6% +$138K 0.33% 68
2025
Q4 		$2.19M Buy
104,881
+13,259
+14% +$281K 0.3% 73
2025
Q3 		$1.98M Buy
91,622
+15,186
+20% +$324K 0.28% 81
2025
Q2 		$1.62M Sell
76,436
-319
-0.4% -$6.68K 0.24% 83
2025
Q1 		$1.65M Buy
76,755
+2,108
+3% +$45.1K 0.27% 80
2024
Q4 		$1.61M Buy
74,647
+4,807
+7% +$107K 0.25% 80
2024
Q3 		$1.62M Buy
69,840
+993
+1% +$21.7K 0.47% 49
2024
Q2 		$1.37M Sell
68,847
-32,922
-32% -$642K 0.39% 55
2024
Q1 		$1.99M Buy
101,769
+920
+0.9% +$18.4K 0.58% 40
2023
Q4 		$1.96M Buy
100,849
+39,031
+63% +$725K 0.59% 41
2023
Q3 		$1.1M Buy
+61,818
New +$1.19M 0.36% 74

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

Vivaldi Capital Management's SCHH Position: Q2 2026 in Review

Vivaldi Capital Management sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 111,181 shares — an estimated $2.39M sold.

Vivaldi Capital Management first reported a position in SCHH in Q3 2023 and held it in 11 quarters. The position peaked at $2.39M in Q1 2026. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Vivaldi Capital Management reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Vivaldi Capital Management sold 111,181 Schwab US REIT ETF shares in Q2 2026, an estimated $2.39M.
  • Vivaldi Capital Management first reported a position in Schwab US REIT ETF in Q3 2023 and held it in 11 quarters.
  • Vivaldi Capital Management's Schwab US REIT ETF position peaked at $2.39M in Q1 2026.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.