Wealthfront Advisers
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Wealthfront Advisers’s Schwab US REIT ETF SCHH Stock Holding History

Wealthfront Advisers’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 		$10.2M Buy
429,425
+31,459
+8% +$733K 0.02% 290
2026
Q1 		$8.55M Buy
397,966
+58,637
+17% +$1.29M 0.02% 308
2025
Q4 		$7.09M Sell
339,329
-301,461
-47% -$6.39M 0.02% 314
2025
Q3 		$13.8M Sell
640,790
-24,642
-4% -$526K 0.03% 176
2025
Q2 		$14.1M Buy
665,432
+31,780
+5% +$666K 0.04% 165
2025
Q1 		$13.6M Sell
633,652
-57,850
-8% -$1.24M 0.04% 158
2024
Q4 		$14.6M Buy
691,502
+105,795
+18% +$2.36M 0.04% 130
2024
Q3 		$13.6M Sell
585,707
-65,964
-10% -$1.44M 0.04% 130
2024
Q2 		$13M Buy
651,671
+38,072
+6% +$742K 0.04% 123
2024
Q1 		$12.5M Buy
613,599
+24,600
+4% +$493K 0.04% 125
2023
Q4 		$12.2M Sell
588,999
-207,379
-26% -$3.85M 0.05% 118
2023
Q3 		$14.1M Buy
796,378
+185,256
+30% +$3.56M 0.06% 91
2023
Q2 		$11.9M Sell
611,122
-86,123
-12% -$1.65M 0.05% 104
2023
Q1 		$13.6M Buy
697,245
+32,285
+5% +$647K 0.06% 88
2022
Q4 		$12.8M Sell
664,960
-82,135
-11% -$1.58M 0.06% 86
2022
Q3 		$14M Buy
747,095
+142,034
+23% +$3.07M 0.07% 71
2022
Q2 		$12.8M Buy
605,061
+91,311
+18% +$2.1M 0.06% 73
2022
Q1 		$12.8M Sell
513,750
-16,386
-3% -$395K 0.06% 81
2021
Q4 		$14M Buy
530,136
+23,344
+5% +$575K 0.06% 75
2021
Q3 		$11.6M Buy
506,792
+82,430
+19% +$1.97M 0.05% 72
2021
Q2 		$9.72M Buy
424,362
+3,150
+0.7% +$70K 0.05% 75
2021
Q1 		$8.65M Sell
421,212
-31,136
-7% -$609K 0.05% 75
2020
Q4 		$8.59M Sell
452,348
-40,518
-8% -$749K 0.05% 65
2020
Q3 		$8.72M Buy
492,866
+17,516
+4% +$315K 0.06% 57
2020
Q2 		$8.37M Buy
475,350
+12,136
+3% +$211K 0.06% 59
2020
Q1 		$7.58M Buy
463,214
+67,280
+17% +$1.44M 0.07% 50
2019
Q4 		$9.1M Sell
395,934
-1,290
-0.3% -$30.1K 0.07% 46
2019
Q3 		$9.37M Sell
397,224
-3,550
-0.9% -$81.4K 0.08% 44
2019
Q2 		$8.9M Sell
400,774
-5,804
-1% -$130K 0.08% 45
2019
Q1 		$9.03M Sell
406,578
-18,788
-4% -$399K 0.08% 43
2018
Q4 		$8.19M Buy
+425,366
New +$8.68M 0.09% 45

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

Wealthfront Advisers's SCHH Position: Q2 2026 in Review

Wealthfront Advisers increased its Schwab US REIT ETF (SCHH) stake by 7.9% in Q2 2026, buying an estimated $733K and bringing the position to 429,425 shares worth $10.2M. The position accounts for 0.02% of the portfolio, ranked #290.

Wealthfront Advisers first reported a position in SCHH in Q4 2018 and has held it in 31 quarters since. The position peaked at $14.6M in Q4 2024. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Wealthfront Advisers held 429,425 shares of Schwab US REIT ETF worth $10.2M as of Q2 2026.
  • Wealthfront Advisers bought 31,459 Schwab US REIT ETF shares in Q2 2026, an estimated $733K.
  • Schwab US REIT ETF made up 0.02% of Wealthfront Advisers's portfolio in Q2 2026, its #290 holding.
  • Wealthfront Advisers first reported a position in Schwab US REIT ETF in Q4 2018 and has held it in 31 quarters since.
  • Wealthfront Advisers's Schwab US REIT ETF position peaked at $14.6M in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.