BCS Wealth Management
SCHH icon

BCS Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

BCS 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
Q3 		$399K Sell
18,110
-3,594
-17% -$85.3K 0.07% 201
2026
Q2 		$514K Sell
21,704
-1,753
-7% -$40.9K 0.09% 179
2026
Q1 		$504K Sell
23,457
-27,147
-54% -$595K 0.1% 160
2025
Q4 		$1.06M Buy
50,604
+20,229
+67% +$429K 0.11% 154
2025
Q3 		$655K Sell
30,375
-10,263
-25% -$219K 0.15% 127
2025
Q2 		$860K Buy
40,638
+5,236
+15% +$110K 0.19% 108
2025
Q1 		$762K Sell
35,402
-1,516
-4% -$32.4K 0.2% 100
2024
Q4 		$777K Buy
+36,918
New +$825K 0.19% 102
2024
Q2 		– Sell
-53,816
Closed -$1.09M – 210
2024
Q1 		$1.09M Sell
53,816
-1,358
-2% -$27.2K 0.35% 65
2023
Q4 		$1.14M Sell
55,174
-4,080
-7% -$75.8K 0.42% 59
2023
Q3 		$1.05M Buy
+59,254
New +$1.14M 0.44% 56
2023
Q2 		– Sell
-70,900
Closed -$1.38M – 156
2023
Q1 		$1.38M Buy
70,900
+11,750
+20% +$235K 0.62% 37
2022
Q4 		$1.14M Buy
59,150
+5
+0% +$96 0.48% 59
2022
Q3 		$1.1M Buy
59,145
+330
+0.6% +$7.14K 0.52% 56
2022
Q2 		$1.24M Buy
58,815
+2,734
+5% +$62.9K 0.55% 47
2022
Q1 		$1.4M Sell
56,081
-10,427
-16% -$252K 0.58% 43
2021
Q4 		$1.75M Buy
66,508
+9,016
+16% +$222K 0.63% 36
2021
Q3 		$1.31M Buy
57,492
+818
+1% +$19.5K 0.56% 41
2021
Q2 		$1.3M Buy
56,674
+2,358
+4% +$52.4K 0.69% 35
2021
Q1 		$1.12M Buy
54,316
+3,836
+8% +$75K 0.53% 42
2020
Q4 		$958K Buy
50,480
+4,188
+9% +$77.5K 0.5% 43
2020
Q3 		$819K Buy
46,292
+450
+1% +$8.1K 0.46% 46
2020
Q2 		$807K Buy
45,842
+1,716
+4% +$29.8K 0.48% 46
2020
Q1 		$722K Buy
44,126
+7,282
+20% +$155K 0.51% 42
2019
Q4 		$847K Buy
+36,844
New +$858K 0.56% 39

Other funds holding SCHH

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Zynergy Retirement Planning
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Morningstar Investment Management
Morningstar Investment Management Chicago, Illinois $1.69B AUM 12.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

BCS Wealth Management's SCHH Position: Q3 2026 in Review

BCS Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 17% in Q3 2026, selling an estimated $85.3K and leaving 18,110 shares worth $399K. The position accounts for 0.07% of the portfolio, ranked #201.

BCS Wealth Management first reported a position in SCHH in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.75M in Q4 2021. 384 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • BCS Wealth Management held 18,110 shares of Schwab US REIT ETF worth $399K as of Q3 2026.
  • BCS Wealth Management sold 3,594 Schwab US REIT ETF shares in Q3 2026, an estimated $85.3K.
  • Schwab US REIT ETF made up 0.07% of BCS Wealth Management's portfolio in Q3 2026, its #201 holding.
  • BCS Wealth Management first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 25 quarters since.
  • BCS Wealth Management's Schwab US REIT ETF position peaked at $1.75M in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.