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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
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

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

BCS Wealth Management's SCHH Position: Q2 2026 in Review

BCS Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 7.5% in Q2 2026, selling an estimated $40.9K and leaving 21,704 shares worth $514K. The position accounts for 0.09% of the portfolio, ranked #179.

BCS Wealth Management first reported a position in SCHH in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.75M in Q4 2021. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • BCS Wealth Management held 21,704 shares of Schwab US REIT ETF worth $514K as of Q2 2026.
  • BCS Wealth Management sold 1,753 Schwab US REIT ETF shares in Q2 2026, an estimated $40.9K.
  • Schwab US REIT ETF made up 0.09% of BCS Wealth Management's portfolio in Q2 2026, its #179 holding.
  • BCS Wealth Management first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 24 quarters since.
  • BCS Wealth Management's Schwab US REIT ETF position peaked at $1.75M in Q4 2021.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.