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Watershed Private Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Watershed Private Wealth’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 		$555K Hold
23,440
– – 0.16% 80
2026
Q1 		$504K Sell
23,440
-638
-3% -$14K 0.16% 80
2025
Q4 		$503K Hold
24,078
– – 0.15% 79
2025
Q3 		$519K Sell
24,078
-46
-0.2% -$981 0.16% 75
2025
Q2 		$510K Sell
24,124
-12,704
-34% -$266K 0.19% 69
2025
Q1 		$792K Sell
36,828
-3,151
-8% -$67.3K 0.32% 52
2024
Q4 		$842K Sell
39,979
-1,200
-3% -$26.8K 0.33% 52
2024
Q3 		$954K Sell
41,179
-45
-0.1% -$985 0.38% 48
2024
Q2 		$823K Sell
41,224
-2,553
-6% -$49.8K 0.35% 54
2024
Q1 		$889K Sell
43,777
-6,788
-13% -$136K 0.39% 53
2023
Q4 		$1.05M Sell
50,565
-7,346
-13% -$137K 0.58% 46
2023
Q3 		$1.03M Buy
57,911
+16
+0% +$308 0.63% 45
2023
Q2 		$1.13M Sell
57,895
-8,143
-12% -$156K 0.68% 40
2023
Q1 		$1.29M Sell
66,038
-822
-1% -$16.5K 0.87% 36
2022
Q4 		$1.29M Buy
+66,860
New +$1.29M 0.98% 33

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

Watershed Private Wealth's SCHH Position: Q2 2026 in Review

Watershed Private Wealth held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 23,440 shares worth $555K. The position accounts for 0.16% of the portfolio, ranked #80.

Watershed Private Wealth first reported a position in SCHH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q4 2022. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Watershed Private Wealth held 23,440 shares of Schwab US REIT ETF worth $555K as of Q2 2026.
  • Watershed Private Wealth left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.16% of Watershed Private Wealth's portfolio in Q2 2026, its #80 holding.
  • Watershed Private Wealth first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • Watershed Private Wealth's Schwab US REIT ETF position peaked at $1.29M in Q4 2022.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.