Barrett & Company’s Schwab US REIT ETF SCHH Stock Holding History

Barrett & Company’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	$7.1K	Hold	300	–	–	﹤0.01%	517
2026 Q1	$6.45K	Hold	300	–	–	﹤0.01%	499
2025 Q4	$6.27K	Hold	300	–	–	﹤0.01%	506
2025 Q3	$6.47K	Hold	300	–	–	﹤0.01%	507
2025 Q2	$6.35K	Hold	300	–	–	﹤0.01%	513
2025 Q1	$6.45K	Hold	300	–	–	﹤0.01%	476
2024 Q4	$6.32K	Hold	300	–	–	﹤0.01%	474
2024 Q3	$6.95K	Hold	300	–	–	﹤0.01%	459
2024 Q2	$5.99K	Hold	300	–	–	﹤0.01%	472
2024 Q1	$6.09K	Hold	300	–	–	﹤0.01%	474
2023 Q4	$6.21K	Hold	300	–	–	﹤0.01%	454
2023 Q3	$5.33K	Hold	300	–	–	﹤0.01%	477
2023 Q2	$5.86K	Hold	300	–	–	﹤0.01%	458
2023 Q1	$5.85K	Hold	300	–	–	﹤0.01%	436
2022 Q4	$5.79K	Hold	300	–	–	﹤0.01%	434
2022 Q3	$5.79K	Buy	+300	New	+$6.49K	﹤0.01%	434

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

Barrett & Company's SCHH Position: Q2 2026 in Review

Barrett & Company held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 300 shares worth $7.1K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Barrett & Company first reported a position in SCHH in Q3 2022 and has held it in 16 quarters since. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Barrett & Company held 300 shares of Schwab US REIT ETF worth $7.1K as of Q2 2026.
Barrett & Company left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #517 holding.
Barrett & Company first reported a position in Schwab US REIT ETF in Q3 2022 and has held it in 16 quarters since.
595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.