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Bartlett & Co Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Bartlett & Co Wealth 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
Q1 		$144K Buy
6,214
+1,719
+38% +$37.7K ﹤0.01% 506
2025
Q4 		$93.9K Sell
4,495
-2,977
-40% -$63.1K ﹤0.01% 570
2025
Q3 		$161K Buy
7,472
+238
+3% +$5.08K ﹤0.01% 478
2025
Q2 		$153K Sell
7,234
-6,420
-47% -$135K ﹤0.01% 476
2025
Q1 		$294K Buy
13,654
+6,659
+95% +$142K ﹤0.01% 400
2024
Q4 		$147K Buy
6,995
+2,694
+63% +$60.2K ﹤0.01% 488
2024
Q3 		$99.7K Sell
4,301
-200
-4% -$4.38K ﹤0.01% 547
2024
Q2 		$90.7K Buy
4,501
+50
+1% +$975 ﹤0.01% 566
2024
Q1 		$90.4K Buy
4,451
+150
+3% +$3.01K ﹤0.01% 577
2023
Q4 		$90.1K Buy
4,301
+1,570
+57% +$29.2K ﹤0.01% 592
2023
Q3 		$48.5K Buy
2,731
+60
+2% +$1.15K ﹤0.01% 671
2023
Q2 		$52.2K Buy
2,671
+2,340
+707% +$44.9K ﹤0.01% 659
2023
Q1 		$6.46K Hold
331
– – ﹤0.01% 864
2022
Q4 		$6.38K Buy
+331
New +$6.37K ﹤0.01% 882
2020
Q4 		– Sell
-200
Closed -$3.54K – 1220
2020
Q3 		$3.54K Hold
200
– – ﹤0.01% 757
2020
Q2 		$3.52K Hold
200
– – ﹤0.01% 757
2020
Q1 		$3.27K Hold
200
– – ﹤0.01% 750
2019
Q4 		$4.6K Hold
200
– – ﹤0.01% 774
2019
Q3 		$4.72K Hold
200
– – ﹤0.01% 783
2019
Q2 		$4.48K Hold
200
– – ﹤0.01% 634
2019
Q1 		$4.44K Hold
200
– – ﹤0.01% 618
2018
Q4 		$3.85K Hold
200
– – ﹤0.01% 636
2018
Q3 		$4.17K Sell
200
-1,534
-88% -$32.4K ﹤0.01% 647
2018
Q2 		$36.2K Buy
1,734
+534
+45% +$10.6K ﹤0.01% 460
2018
Q1 		$22.9K Buy
+1,200
New +$23.1K ﹤0.01% 524

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Bartlett & Co Wealth Management's SCHH Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Schwab US REIT ETF (SCHH) stake by 38% in Q1 2026, buying an estimated $37.7K and bringing the position to 6,214 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Bartlett & Co Wealth Management first reported a position in SCHH in Q1 2018 and has held it in 25 quarters since. The position peaked at $294K in Q1 2025. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Bartlett & Co Wealth Management held 6,214 shares of Schwab US REIT ETF worth $144K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 1,719 Schwab US REIT ETF shares in Q1 2026, an estimated $37.7K.
  • Schwab US REIT ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #506 holding.
  • Bartlett & Co Wealth Management first reported a position in Schwab US REIT ETF in Q1 2018 and has held it in 25 quarters since.
  • Bartlett & Co Wealth Management's Schwab US REIT ETF position peaked at $294K in Q1 2025.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.