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Winthrop Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Winthrop Capital 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 		– Sell
-4,599
Closed -$99K – 394
2026
Q1 		$99K Sell
4,599
-37,592
-89% -$824K 0.03% 151
2025
Q4 		$881K Buy
42,191
+48
+0.1% +$1.02K 0.21% 75
2025
Q3 		$909K Buy
42,143
+33
+0.1% +$704 0.22% 72
2025
Q2 		$891K Sell
42,110
-2,280
-5% -$47.8K 0.23% 74
2025
Q1 		$955K Buy
44,390
+20
+0% +$427 0.26% 72
2024
Q4 		$925K Buy
+44,370
New +$992K 0.25% 76
2024
Q1 		– Sell
-48,517
Closed -$1M – 269
2023
Q4 		$1M Buy
+48,517
New +$902K 0.33% 66

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

Winthrop Capital Management's SCHH Position: Q2 2026 in Review

Winthrop Capital Management sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 4,599 shares — an estimated $99K sold.

Winthrop Capital Management first reported a position in SCHH in Q4 2023 and held it in 7 quarters. The position peaked at $1M in Q4 2023. 596 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Winthrop Capital Management reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Winthrop Capital Management sold 4,599 Schwab US REIT ETF shares in Q2 2026, an estimated $99K.
  • Winthrop Capital Management first reported a position in Schwab US REIT ETF in Q4 2023 and held it in 7 quarters.
  • Winthrop Capital Management's Schwab US REIT ETF position peaked at $1M in Q4 2023.
  • 596 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.