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Bell Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Bell Investment 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 		$7.87K Buy
332
+2
+0.6% +$47 ﹤0.01% 801
2026
Q1 		$7.09K Buy
330
+2
+0.6% +$44 ﹤0.01% 817
2025
Q4 		$6.86K Buy
328
+3
+0.9% +$64 ﹤0.01% 856
2025
Q3 		$7K Buy
325
+3
+0.9% +$64 ﹤0.01% 772
2025
Q2 		$6.82K Buy
322
+2
+0.6% +$42 ﹤0.01% 836
2025
Q1 		$6.88K Buy
320
+2
+0.6% +$43 ﹤0.01% 760
2024
Q4 		$6.71K Buy
318
+3
+1% +$67 ﹤0.01% 777
2024
Q3 		$7.3K Sell
315
-97
-24% -$2.12K ﹤0.01% 757
2024
Q2 		$8.23K Buy
412
+102
+33% +$1.99K ﹤0.01% 684
2024
Q1 		$6.3K Buy
310
+2
+0.6% +$40 ﹤0.01% 803
2023
Q4 		$6.39K Buy
308
+3
+1% +$56 ﹤0.01% 747
2023
Q3 		$5.41K Buy
305
+2
+0.7% +$38 ﹤0.01% 763
2023
Q2 		$5.91K Buy
303
+3
+1% +$58 ﹤0.01% 730
2023
Q1 		$5.84K Sell
300
-8,711
-97% -$174K ﹤0.01% 708
2022
Q4 		$174K Buy
9,011
+74
+0.8% +$1.42K 0.04% 83
2022
Q3 		$167K Buy
8,937
+69
+0.8% +$1.49K 0.05% 67
2022
Q2 		$187K Buy
+8,868
New +$204K 0.06% 68
2021
Q4 		$1.84M Sell
69,766
-1,308
-2% -$32.2K 0.5% 31
2021
Q3 		$1.62M Buy
+71,074
New +$1.69M 0.48% 32

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 22.9% 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

Bell Investment Advisors's SCHH Position: Q2 2026 in Review

Bell Investment Advisors increased its Schwab US REIT ETF (SCHH) stake by 0.61% in Q2 2026, buying an estimated $47 and bringing the position to 332 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Bell Investment Advisors first reported a position in SCHH in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.84M in Q4 2021. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Bell Investment Advisors held 332 shares of Schwab US REIT ETF worth $7.87K as of Q2 2026.
  • Bell Investment Advisors bought 2 Schwab US REIT ETF shares in Q2 2026, an estimated $47.
  • Schwab US REIT ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #801 holding.
  • Bell Investment Advisors first reported a position in Schwab US REIT ETF in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Schwab US REIT ETF position peaked at $1.84M in Q4 2021.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.