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Beacon Pointe Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Beacon Pointe Advisors’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 		$14.8M Buy
625,162
+15,232
+2% +$355K 0.07% 254
2026
Q1 		$13.1M Buy
609,930
+6,738
+1% +$148K 0.07% 257
2025
Q4 		$12.6M Buy
603,192
+339,056
+128% +$7.19M 0.09% 208
2025
Q3 		$5.7M Buy
264,136
+200,315
+314% +$4.27M 0.05% 323
2025
Q2 		$1.35M Sell
63,821
-318
-0.5% -$6.66K 0.01% 582
2025
Q1 		$1.38M Buy
64,139
+48
+0.1% +$1.03K 0.02% 558
2024
Q4 		$1.35M Sell
64,091
-553
-0.9% -$12.4K 0.02% 565
2024
Q3 		$1.5M Sell
64,644
-2,231
-3% -$48.8K 0.02% 532
2024
Q2 		$1.34M Buy
66,875
+40,561
+154% +$791K 0.02% 565
2024
Q1 		$534K Buy
26,314
+546
+2% +$10.9K 0.01% 891
2023
Q4 		$534K Buy
25,768
+1,267
+5% +$23.5K 0.01% 874
2023
Q3 		$435K Buy
24,501
+762
+3% +$14.7K 0.01% 928
2023
Q2 		$464K Buy
23,739
+401
+2% +$7.69K 0.01% 738
2023
Q1 		$455K Buy
23,338
+2,407
+11% +$48.2K 0.01% 791
2022
Q4 		$404K Buy
20,931
+7,933
+61% +$153K 0.01% 763
2022
Q3 		$244K Sell
12,998
-968
-7% -$20.9K 0.01% 855
2022
Q2 		$295K Sell
13,966
-3,490
-20% -$80.3K 0.01% 832
2022
Q1 		$434K Buy
17,456
+3,182
+22% +$76.8K 0.01% 844
2021
Q4 		$376K Buy
14,274
+3,508
+33% +$86.4K 0.01% 650
2021
Q3 		$246K Buy
10,766
+886
+9% +$21.1K 0.01% 779
2021
Q2 		$226K Buy
+9,880
New +$220K 0.01% 756
2020
Q1 		– Sell
-13,888
Closed -$319K – 308
2019
Q4 		$319K Buy
+13,888
New +$324K 0.1% 166
2019
Q3 		– Sell
-11,148
Closed -$248K – 194
2019
Q2 		$248K Buy
+11,148
New +$249K 0.09% 171

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

Beacon Pointe Advisors's SCHH Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Schwab US REIT ETF (SCHH) stake by 2.5% in Q2 2026, buying an estimated $355K and bringing the position to 625,162 shares worth $14.8M. The position accounts for 0.07% of the portfolio, ranked #254.

Beacon Pointe Advisors first reported a position in SCHH in Q2 2019 and has held it in 23 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Beacon Pointe Advisors held 625,162 shares of Schwab US REIT ETF worth $14.8M as of Q2 2026.
  • Beacon Pointe Advisors bought 15,232 Schwab US REIT ETF shares in Q2 2026, an estimated $355K.
  • Schwab US REIT ETF made up 0.07% of Beacon Pointe Advisors's portfolio in Q2 2026, its #254 holding.
  • Beacon Pointe Advisors first reported a position in Schwab US REIT ETF in Q2 2019 and has held it in 23 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.