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

Bernard 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
2025
Q2 		– Sell
-203
Closed -$4.37K – 379
2025
Q1 		$4.37K Buy
+203
New +$4.34K ﹤0.01% 262

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Bernard Wealth Management's SCHH Position: Q2 2025 in Review

Bernard Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 203 shares — an estimated $4.37K sold.

Bernard Wealth Management first reported a position in SCHH in Q1 2025 and held it in 1 quarter. The position peaked at $4.37K in Q1 2025. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Bernard Wealth Management reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 203 Schwab US REIT ETF shares in Q2 2025, an estimated $4.37K.
  • Bernard Wealth Management first reported a position in Schwab US REIT ETF in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Schwab US REIT ETF position peaked at $4.37K in Q1 2025.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.