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WealthCollab’s Schwab US REIT ETF SCHH Stock Holding History

WealthCollab’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 		$6.21M Buy
262,197
+489
+0.2% +$11.4K 2.25% 11
2026
Q1 		$5.62M Buy
261,708
+1,370
+0.5% +$30K 2.32% 11
2025
Q4 		$5.44M Buy
260,338
+2,034
+0.8% +$43.1K 2.22% 12
2025
Q3 		$5.57M Buy
258,304
+2,697
+1% +$57.5K 2.56% 10
2025
Q2 		$5.41M Buy
255,607
+696
+0.3% +$14.6K 3.02% 10
2025
Q1 		$5.48M Buy
254,911
+3,585
+1% +$76.6K 3.39% 9
2024
Q4 		$5.29M Buy
251,326
+16,996
+7% +$380K 3.38% 8
2024
Q3 		$5.43M Hold
234,330
– – 3.55% 7
2024
Q2 		$4.68M Buy
234,330
+951
+0.4% +$18.5K 3.36% 7
2024
Q1 		$4.74M Buy
233,379
+1,618
+0.7% +$32.4K 3.5% 7
2023
Q4 		$4.8M Buy
+231,761
New +$4.31M 3.75% 7

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

WealthCollab's SCHH Position: Q2 2026 in Review

WealthCollab increased its Schwab US REIT ETF (SCHH) stake by 0.19% in Q2 2026, buying an estimated $11.4K and bringing the position to 262,197 shares worth $6.21M. The position accounts for 2.25% of the portfolio, ranked #11.

WealthCollab first reported a position in SCHH in Q4 2023 and has held it in 11 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • WealthCollab held 262,197 shares of Schwab US REIT ETF worth $6.21M as of Q2 2026.
  • WealthCollab bought 489 Schwab US REIT ETF shares in Q2 2026, an estimated $11.4K.
  • Schwab US REIT ETF made up 2.25% of WealthCollab's portfolio in Q2 2026, its #11 holding.
  • WealthCollab first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.