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Bahl & Gaynor’s Schwab US REIT ETF SCHH Stock Holding History

Bahl & Gaynor’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
-9,313
Closed -$200K – 346
2026
Q1 		$200K Buy
+9,313
New +$204K ﹤0.01% 321

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

Bahl & Gaynor's SCHH Position: Q2 2026 in Review

Bahl & Gaynor sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 9,313 shares — an estimated $200K sold.

Bahl & Gaynor first reported a position in SCHH in Q1 2026 and held it in 1 quarter. The position peaked at $200K in Q1 2026. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Bahl & Gaynor reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Bahl & Gaynor sold 9,313 Schwab US REIT ETF shares in Q2 2026, an estimated $200K.
  • Bahl & Gaynor first reported a position in Schwab US REIT ETF in Q1 2026 and held it in 1 quarter.
  • Bahl & Gaynor's Schwab US REIT ETF position peaked at $200K in Q1 2026.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Bahl & Gaynor's 13F filing for Q2 2026, filed 13 Aug 2026.