SigFig Wealth Management, LLC SCHH — SCHWAB STRATEGIC TR US REIT

Ownership history in SigFig Wealth Management, LLC  ·  39 quarters on record

AI Ownership Summary

SigFig Wealth Management, LLC reported SCHWAB STRATEGIC TR US REIT (SCHH) in 39 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows SCHH at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SigFig Wealth Management, LLC's position in SCHWAB STRATEGIC TR US REIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SCHH was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHH stock page SigFig Wealth Management, LLC fund profile SigFig Wealth Management, LLC full holdings
How SigFig Wealth Management, LLC held SCHH — position size vs. price
% of Fund (quarterly)    SCHH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 44,919 +386 +0.9% 0.03% $1.1M 2026-07-07 $24.15
2026 Q1 REDUCED — — — 44,533 -104 -0.2% 0.03% $957K 2026-04-14 $22.73
2025 Q4 ADDED — — — 44,637 +5,748 +14.8% 0.03% $936K 2026-01-16 $21.59
2025 Q3 REDUCED 17.7% -1.6% ✅ 38,889 -8,376 -17.7% 0.03% $832K 2025-10-21 $21.18
2025 Q2 REDUCED — — — 47,265 -357 -0.7% 0.03% $992K 2025-07-18 $20.69
2025 Q1 ADDED — — — 47,622 +3,408 +7.7% 0.02% $557K 2025-04-09 $19.32
2024 Q4 ADDED — — — 44,214 +1,384 +3.2% 0.02% $568K 2025-02-11 $20.72
2024 Q3 REDUCED — — — 42,830 -23 -0.1% 0.02% $596K 2024-11-14 $21.02
2024 Q2 ADDED — — — 42,853 +5,552 +14.9% 0.02% $602K 2024-08-09 $20.43
2024 Q1 REDUCED — — — 37,301 -330 -0.9% 0.02% $604K 2024-05-10 $18.23
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHH

As of 2026 Q2 — sorted by position size

Pioneer Wealth Management Group 3Y 5.05% Frisco Financial Planning LLC 4.14% ELEVATION WEALTH PARTNERS, LLC 1.67% EPIQ PARTNERS, LLC 3Y 0.98% Avior Wealth Management, LLC 3Y 7Y 0.25% Hardin Capital Partners, LLC 0.23% CoreCap Advisors, LLC 3Y 0.2% STABLEFORD CAPITAL II LLC 3Y 0.12% INTEGRAL INVESTMENT ADVISORS, INC. 3Y 0.11% Bangor Savings Bank 3Y 7Y 0.03%

FAQ About SigFig Wealth Management, LLC and SCHH

These are the practical questions this page is built to answer before you even open the full history table.

How long has SigFig Wealth Management, LLC reported owning SCHH?

SigFig Wealth Management, LLC reported SCHH across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SCHH position in SigFig Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SCHH was 0.03% in 2025 Q2.

What is the latest reported SCHH position on this page?

The most recent filing on this page is 2026 Q2, when SigFig Wealth Management, LLC reported 44,919 shares, equal to 0.03% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SCHH ownership page compare?

The chart compares SigFig Wealth Management, LLC's quarterly SCHH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SigFig Wealth Management, LLC time their SCHH position?

Based on 13F filing dates vs. subsequent SCHH price moves, SigFig Wealth Management, LLC correctly timed 22 out of 38 reported position changes (58%). The annualised alpha on SCHH relative to SPY over the holding period was -9.0%.

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