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BFSG LLC’s Schwab US REIT ETF SCHH Stock Holding History

BFSG LLC’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 		$15.5K Buy
653
+4
+0.6% +$93 ﹤0.01% 535
2026
Q1 		$13.9K Buy
649
+1
+0.2% +$22 ﹤0.01% 532
2025
Q4 		$13.5K Buy
648
+210
+48% +$4.45K ﹤0.01% 521
2025
Q3 		$9.44K Buy
438
+62
+16% +$1.32K ﹤0.01% 548
2025
Q2 		$7.95K Hold
376
– – ﹤0.01% 536
2025
Q1 		$8.08K Buy
376
+5
+1% +$107 ﹤0.01% 522
2024
Q4 		$7.81K Hold
371
– – ﹤0.01% 521
2024
Q3 		$8.59K Hold
371
– – ﹤0.01% 510
2024
Q2 		$7.4K Buy
371
+223
+151% +$4.35K ﹤0.01% 505
2024
Q1 		$3K Sell
148
-41
-22% -$822 ﹤0.01% 575
2023
Q4 		$3.91K Buy
+189
New +$3.51K ﹤0.01% 515
2020
Q2 		– Sell
-20,938
Closed -$343K – 173
2020
Q1 		$343K Sell
20,938
-28,500
-58% -$608K 0.09% 129
2019
Q4 		$1.14M Buy
49,438
+13,776
+39% +$321K 0.21% 104
2019
Q3 		$841K Sell
35,662
-772
-2% -$17.7K 0.19% 103
2019
Q2 		$810K Sell
36,434
-356
-1% -$7.94K 0.32% 64
2019
Q1 		$817K Sell
36,790
-798
-2% -$16.9K 0.31% 67
2018
Q4 		$724K Buy
37,588
+24,726
+192% +$505K 0.33% 71
2018
Q3 		$268K Sell
12,862
-282
-2% -$5.96K 0.11% 117
2018
Q2 		$275K Sell
13,144
-322
-2% -$6.37K 0.12% 120
2018
Q1 		$258K Buy
13,466
+1,612
+14% +$31.1K 0.11% 124
2017
Q4 		$247K Buy
11,854
+986
+9% +$20.5K 0.1% 130
2017
Q3 		$224K Buy
+10,868
New +$224K 0.1% 134

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

BFSG LLC's SCHH Position: Q2 2026 in Review

BFSG LLC increased its Schwab US REIT ETF (SCHH) stake by 0.62% in Q2 2026, buying an estimated $93 and bringing the position to 653 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

BFSG LLC first reported a position in SCHH in Q3 2017 and has held it in 22 quarters since. The position peaked at $1.14M in Q4 2019. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • BFSG LLC held 653 shares of Schwab US REIT ETF worth $15.5K as of Q2 2026.
  • BFSG LLC bought 4 Schwab US REIT ETF shares in Q2 2026, an estimated $93.
  • Schwab US REIT ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #535 holding.
  • BFSG LLC first reported a position in Schwab US REIT ETF in Q3 2017 and has held it in 22 quarters since.
  • BFSG LLC's Schwab US REIT ETF position peaked at $1.14M in Q4 2019.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.