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

Beaird Harris 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	$2.41K	Hold	102	–	–	﹤0.01%	512
2026 Q1	$2.18K	Hold	102	–	–	﹤0.01%	486
2025 Q4	$2.12K	Sell	102 -169	-62%	-$3.58K	﹤0.01%	522
2025 Q3	$5.86K	Buy	+271	New	+$5.78K	﹤0.01%	413
2023 Q1	–	Sell	-804	Closed	-$15.5K	–	704
2022 Q4	$15.5K	Buy	+804	New	+$15.5K	﹤0.01%	287
2022 Q1	–	Sell	-8	Closed	–	–	703
2021 Q4	$0	Buy	+8	New	+$197	﹤0.01%	664

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

Beaird Harris Wealth Management's SCHH Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 102 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Beaird Harris Wealth Management first reported a position in SCHH in Q4 2021 and has held it in 6 quarters since. The position peaked at $15.5K in Q4 2022. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Beaird Harris Wealth Management held 102 shares of Schwab US REIT ETF worth $2.41K as of Q2 2026.
Beaird Harris Wealth Management left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #512 holding.
Beaird Harris Wealth Management first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 6 quarters since.
Beaird Harris Wealth Management's Schwab US REIT ETF position peaked at $15.5K in Q4 2022.
588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.