Baird Financial Group
SCHH icon

Baird Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Baird Financial Group’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 		$4.96M Buy
209,614
+1,775
+0.9% +$41.4K 0.01% 791
2026
Q1 		$4.47M Sell
207,839
-7,240
-3% -$159K 0.01% 764
2025
Q4 		$4.49M Buy
215,079
+2,466
+1% +$52.3K 0.01% 767
2025
Q3 		$4.59M Buy
212,613
+39,062
+23% +$833K 0.01% 763
2025
Q2 		$3.67M Buy
173,551
+24,927
+17% +$522K 0.01% 818
2025
Q1 		$3.2M Sell
148,624
-10,593
-7% -$226K 0.01% 821
2024
Q4 		$3.35M Sell
159,217
-5,180
-3% -$116K 0.01% 815
2024
Q3 		$3.81M Buy
164,397
+1,449
+0.9% +$31.7K 0.01% 770
2024
Q2 		$3.25M Sell
162,948
-9,338
-5% -$182K 0.01% 807
2024
Q1 		$3.5M Sell
172,286
-28,033
-14% -$562K 0.01% 786
2023
Q4 		$4.15M Buy
200,319
+181,063
+940% +$3.36M 0.01% 704
2023
Q3 		$342K Buy
19,256
+1,831
+11% +$35.2K ﹤0.01% 1463
2023
Q2 		$340K Sell
17,425
-59,468
-77% -$1.14M ﹤0.01% 1469
2023
Q1 		$1.5M Sell
76,893
-50,313
-40% -$1.01M ﹤0.01% 981
2022
Q4 		$2.45M Buy
127,206
+27,101
+27% +$522K 0.01% 808
2022
Q3 		$1.87M Buy
100,105
+73,570
+277% +$1.59M 0.01% 854
2022
Q2 		$560K Sell
26,535
-617
-2% -$14.2K ﹤0.01% 1305
2022
Q1 		$676K Sell
27,152
-874
-3% -$21.1K ﹤0.01% 1302
2021
Q4 		$738K Buy
28,026
+7,864
+39% +$194K ﹤0.01% 1317
2021
Q3 		$461K Hold
20,162
– – ﹤0.01% 1497
2021
Q2 		$462K Sell
20,162
-108
-0.5% -$2.4K ﹤0.01% 1423
2021
Q1 		$416K Buy
+20,270
New +$396K ﹤0.01% 1412

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

Baird Financial Group's SCHH Position: Q2 2026 in Review

Baird Financial Group increased its Schwab US REIT ETF (SCHH) stake by 0.85% in Q2 2026, buying an estimated $41.4K and bringing the position to 209,614 shares worth $4.96M. The position accounts for 0.01% of the portfolio, ranked #791.

Baird Financial Group first reported a position in SCHH in Q1 2021 and has held it in 22 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Baird Financial Group held 209,614 shares of Schwab US REIT ETF worth $4.96M as of Q2 2026.
  • Baird Financial Group bought 1,775 Schwab US REIT ETF shares in Q2 2026, an estimated $41.4K.
  • Schwab US REIT ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #791 holding.
  • Baird Financial Group first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 22 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.