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Bleakley Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Bleakley Financial Group’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 		$1.66M Sell
70,114
-25,065
-26% -$584K 0.02% 520
2026
Q1 		$2.05M Buy
95,179
+46,125
+94% +$1.01M 0.03% 385
2025
Q4 		$1.02M Buy
49,054
+1,888
+4% +$40K 0.02% 476
2025
Q3 		$1.02M Sell
47,166
-19,692
-29% -$420K 0.02% 415
2025
Q2 		$1.41M Buy
+66,858
New +$1.4M 0.04% 337

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

Bleakley Financial Group's SCHH Position: Q2 2026 in Review

Bleakley Financial Group reduced its Schwab US REIT ETF (SCHH) stake by 26% in Q2 2026, selling an estimated $584K and leaving 70,114 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #520.

Bleakley Financial Group first reported a position in SCHH in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.05M in Q1 2026. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Bleakley Financial Group held 70,114 shares of Schwab US REIT ETF worth $1.66M as of Q2 2026.
  • Bleakley Financial Group sold 25,065 Schwab US REIT ETF shares in Q2 2026, an estimated $584K.
  • Schwab US REIT ETF made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #520 holding.
  • Bleakley Financial Group first reported a position in Schwab US REIT ETF in Q2 2025 and has held it in 5 quarters since.
  • Bleakley Financial Group's Schwab US REIT ETF position peaked at $2.05M in Q1 2026.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.