Bellevue Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Bellevue Asset 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	$10.1K	Buy	428 +2	+0.5%	+$47	﹤0.01%	295
2026 Q1	$9.17K	Buy	426 +1	+0.2%	+$22	﹤0.01%	287
2025 Q4	$8.89K	Buy	425 +2	+0.5%	+$42	﹤0.01%	288
2025 Q3	$9.13K	Buy	423 +3	+0.7%	+$64	﹤0.01%	290
2025 Q2	$8.89K	Hold	420	–	–	﹤0.01%	288
2025 Q1	$9.03K	Hold	420	–	–	﹤0.01%	277
2024 Q4	$8.85K	Buy	420 +220	+110%	+$4.92K	﹤0.01%	291
2024 Q3	$4.63K	Hold	200	–	–	﹤0.01%	325
2024 Q2	$3.99K	Hold	200	–	–	﹤0.01%	338
2024 Q1	$4.06K	Hold	200	–	–	﹤0.01%	333
2023 Q4	$4.14K	Hold	200	–	–	﹤0.01%	320
2023 Q3	$3.55K	Hold	200	–	–	﹤0.01%	327
2023 Q2	$3.91K	Hold	200	–	–	﹤0.01%	329
2023 Q1	$3.9K	Hold	200	–	–	﹤0.01%	333
2022 Q4	$3.82K	Hold	200	–	–	﹤0.01%	331
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	335
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	340
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	356
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	379
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	396
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	392
2021 Q1	$4K	Hold	200	–	–	﹤0.01%	475
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	480
2020 Q3	$4K	Hold	200	–	–	﹤0.01%	446
2020 Q2	$4K	Hold	200	–	–	﹤0.01%	439
2020 Q1	$3K	Buy	+200	New	+$4.27K	﹤0.01%	468

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 22.9% 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

Bellevue Asset Management's SCHH Position: Q2 2026 in Review

Bellevue Asset Management increased its Schwab US REIT ETF (SCHH) stake by 0.47% in Q2 2026, buying an estimated $47 and bringing the position to 428 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Bellevue Asset Management first reported a position in SCHH in Q1 2020 and has held it in 26 quarters since. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Bellevue Asset Management held 428 shares of Schwab US REIT ETF worth $10.1K as of Q2 2026.
Bellevue Asset Management bought 2 Schwab US REIT ETF shares in Q2 2026, an estimated $47.
Schwab US REIT ETF made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #295 holding.
Bellevue Asset Management first reported a position in Schwab US REIT ETF in Q1 2020 and has held it in 26 quarters since.
597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.