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

Bigelow 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 		$484K Sell
20,451
-3,223
-14% -$75.1K 0.18% 115
2026
Q1 		$509K Sell
23,674
-1,576
-6% -$34.5K 0.2% 106
2025
Q4 		$527K Buy
25,250
+506
+2% +$10.7K 0.21% 108
2025
Q3 		$534K Sell
24,744
-7,031
-22% -$150K 0.22% 110
2025
Q2 		$672K Buy
31,775
+458
+1% +$9.6K 0.3% 86
2025
Q1 		$674K Sell
31,317
-6,303
-17% -$135K 0.32% 85
2024
Q4 		$792K Buy
37,620
+3,778
+11% +$84.4K 0.37% 79
2024
Q3 		$784K Buy
33,842
+5,484
+19% +$120K 0.35% 84
2024
Q2 		$566K Buy
28,358
+4,211
+17% +$82.1K 0.27% 101
2024
Q1 		$490K Buy
24,147
+8,430
+54% +$169K 0.24% 107
2023
Q4 		$325K Sell
15,717
-780
-5% -$14.5K 0.18% 122
2023
Q3 		$293K Buy
16,497
+3,548
+27% +$68.3K 0.17% 123
2023
Q2 		$253K Buy
12,949
+473
+4% +$9.07K 0.14% 134
2023
Q1 		$243K Sell
12,476
-74
-0.6% -$1.48K 0.14% 132
2022
Q4 		$242K Buy
12,550
+843
+7% +$16.2K 0.14% 128
2022
Q3 		$219K Buy
11,707
+1,470
+14% +$31.8K 0.13% 132
2022
Q2 		$216K Sell
10,237
-25
-0.2% -$575 0.12% 136
2022
Q1 		$255K Buy
10,262
+2,492
+32% +$60.1K 0.12% 132
2021
Q4 		$205K Buy
+7,770
New +$191K 0.09% 141
2020
Q1 		– Sell
-24,234
Closed -$557K – 149
2019
Q4 		$557K Sell
24,234
-8,654
-26% -$202K 0.33% 87
2019
Q3 		$776K Buy
32,888
+9,674
+42% +$222K 0.49% 62
2019
Q2 		$516K Sell
23,214
-410
-2% -$9.15K 0.35% 83
2019
Q1 		$525K Sell
23,624
-320
-1% -$6.79K 0.36% 78
2018
Q4 		$461K Sell
23,944
-30
-0.1% -$613 0.34% 85
2018
Q3 		$500K Sell
23,974
-330
-1% -$6.97K 0.34% 88
2018
Q2 		$508K Sell
24,304
-400
-2% -$7.91K 0.35% 86
2018
Q1 		$472K Buy
24,704
+1,540
+7% +$29.7K 0.32% 95
2017
Q4 		$482K Buy
+23,164
New +$482K 0.48% 59

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

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

Bigelow Investment Advisors reduced its Schwab US REIT ETF (SCHH) stake by 14% in Q2 2026, selling an estimated $75.1K and leaving 20,451 shares worth $484K. The position accounts for 0.18% of the portfolio, ranked #115.

Bigelow Investment Advisors first reported a position in SCHH in Q4 2017 and has held it in 28 quarters since. The position peaked at $792K in Q4 2024. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Bigelow Investment Advisors held 20,451 shares of Schwab US REIT ETF worth $484K as of Q2 2026.
  • Bigelow Investment Advisors sold 3,223 Schwab US REIT ETF shares in Q2 2026, an estimated $75.1K.
  • Schwab US REIT ETF made up 0.18% of Bigelow Investment Advisors's portfolio in Q2 2026, its #115 holding.
  • Bigelow Investment Advisors first reported a position in Schwab US REIT ETF in Q4 2017 and has held it in 28 quarters since.
  • Bigelow Investment Advisors's Schwab US REIT ETF position peaked at $792K in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.