Westside Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Westside Investment 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	$1.52K	Buy	64 +44	+220%	+$1.03K	﹤0.01%	1358
2026 Q1	$430	Hold	20	–	–	﹤0.01%	1433
2025 Q4	$418	Sell	20 -410	-95%	-$8.69K	﹤0.01%	1440
2025 Q3	$9.28K	Hold	430	–	–	﹤0.01%	1115
2025 Q2	$9.1K	Hold	430	–	–	﹤0.01%	972
2025 Q1	$9.25K	Hold	430	–	–	﹤0.01%	694
2024 Q4	$9.06K	Hold	430	–	–	﹤0.01%	700
2024 Q3	$9.96K	Hold	430	–	–	﹤0.01%	681
2024 Q2	$8.59K	Hold	430	–	–	﹤0.01%	681
2024 Q1	$8.73K	Sell	430 -90	-17%	-$1.8K	﹤0.01%	654
2023 Q4	$10.8K	Hold	520	–	–	﹤0.01%	583
2023 Q3	$9.23K	Hold	520	–	–	﹤0.01%	597
2023 Q2	$10.2K	Hold	520	–	–	﹤0.01%	586
2023 Q1	$10.1K	Hold	520	–	–	﹤0.01%	585
2022 Q4	$1.74K	Hold	520	–	–	﹤0.01%	238
2022 Q3	$1.69K	Hold	520	–	–	﹤0.01%	246
2022 Q2	$2.29K	Hold	520	–	–	0.01%	238
2022 Q1	$2.3K	Hold	520	–	–	0.01%	239
2021 Q4	$2.09K	Hold	520	–	–	﹤0.01%	231
2021 Q3	$2.09K	Hold	520	–	–	﹤0.01%	230
2021 Q2	$2.07K	Hold	520	–	–	﹤0.01%	222
2021 Q1	$1.86K	Buy	+520	New	+$10.2K	﹤0.01%	212

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Westside Investment Management's SCHH Position: Q2 2026 in Review

Westside Investment Management increased its Schwab US REIT ETF (SCHH) stake by 220% in Q2 2026, buying an estimated $1.03K and bringing the position to 64 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Westside Investment Management first reported a position in SCHH in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.8K in Q4 2023. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Westside Investment Management held 64 shares of Schwab US REIT ETF worth $1.52K as of Q2 2026.
Westside Investment Management bought 44 Schwab US REIT ETF shares in Q2 2026, an estimated $1.03K.
Schwab US REIT ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1358 holding.
Westside Investment Management first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 22 quarters since.
Westside Investment Management's Schwab US REIT ETF position peaked at $10.8K in Q4 2023.
595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.