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Waterloo Capital’s Schwab US REIT ETF SCHH Stock Holding History

Waterloo Capital’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 		$439K Buy
18,559
+1,962
+12% +$45.7K 0.02% 380
2026
Q1 		$357K Buy
16,597
+13
+0.1% +$285 0.03% 369
2025
Q4 		$346K Sell
16,584
-5,321
-24% -$113K 0.02% 354
2025
Q3 		$472K Buy
21,905
+50
+0.2% +$1.07K 0.04% 289
2025
Q2 		$462K Sell
21,855
-26
-0.1% -$545 0.04% 278
2025
Q1 		$471K Sell
21,881
-1,139
-5% -$24.3K 0.04% 254
2024
Q4 		$485K Sell
23,020
-3,961
-15% -$88.5K 0.05% 232
2024
Q3 		$625K Sell
26,981
-7,430
-22% -$163K 0.07% 205
2024
Q2 		$687K Sell
34,411
-2,338
-6% -$45.6K 0.08% 183
2024
Q1 		$746K Sell
36,749
-6,514
-15% -$131K 0.1% 178
2023
Q4 		$896K Buy
+43,263
New +$804K 0.15% 149
2023
Q3 		– Sell
-10,845
Closed -$212K – 231
2023
Q2 		$212K Sell
10,845
-6,214
-36% -$119K 0.06% 183
2023
Q1 		$333K Buy
+17,059
New +$342K 0.1% 124

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 22.9% 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

Waterloo Capital's SCHH Position: Q2 2026 in Review

Waterloo Capital increased its Schwab US REIT ETF (SCHH) stake by 12% in Q2 2026, buying an estimated $45.7K and bringing the position to 18,559 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #380.

Waterloo Capital first reported a position in SCHH in Q1 2023 and has held it in 13 quarters since. The position peaked at $896K in Q4 2023. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Waterloo Capital held 18,559 shares of Schwab US REIT ETF worth $439K as of Q2 2026.
  • Waterloo Capital bought 1,962 Schwab US REIT ETF shares in Q2 2026, an estimated $45.7K.
  • Schwab US REIT ETF made up 0.02% of Waterloo Capital's portfolio in Q2 2026, its #380 holding.
  • Waterloo Capital first reported a position in Schwab US REIT ETF in Q1 2023 and has held it in 13 quarters since.
  • Waterloo Capital's Schwab US REIT ETF position peaked at $896K in Q4 2023.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.