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Blue Bell Private Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Blue Bell Private 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
Q1 		– Sell
-299
Closed -$6.39K – 720
2024
Q4 		$6.3K Buy
299
+90
+43% +$2.01K ﹤0.01% 532
2024
Q3 		$4.84K Hold
209
– – ﹤0.01% 576
2024
Q2 		$4.18K Hold
209
– – ﹤0.01% 586
2024
Q1 		$4.25K Hold
209
– – ﹤0.01% 589
2023
Q4 		$4.33K Buy
209
+5
+2% +$93 ﹤0.01% 572
2023
Q3 		$3.62K Hold
204
– – ﹤0.01% 530
2023
Q2 		$3.99K Hold
204
– – ﹤0.01% 526
2023
Q1 		$3.98K Hold
204
– – ﹤0.01% 494
2022
Q4 		$3.94K Buy
204
+176
+629% +$3.39K ﹤0.01% 493
2022
Q3 		$1K Hold
28
– – ﹤0.01% 708
2022
Q2 		$1K Hold
28
– – ﹤0.01% 758
2022
Q1 		$1K Sell
28
-42
-60% -$1.01K ﹤0.01% 823
2021
Q4 		$2K Buy
+70
New +$1.73K ﹤0.01% 705
2020
Q3 		– Sell
-2,748
Closed -$50K – 204
2020
Q2 		$50K Sell
2,748
-152
-5% -$2.64K 0.02% 106
2020
Q1 		$47K Sell
2,900
-172
-6% -$3.67K 0.03% 97
2019
Q4 		$71K Buy
3,072
+134
+5% +$3.12K 0.03% 93
2019
Q3 		$69K Sell
2,938
-52
-2% -$1.19K 0.03% 93
2019
Q2 		$66K Sell
2,990
-1,950
-39% -$43.5K 0.03% 92
2019
Q1 		$110K Sell
4,940
-20
-0.4% -$425 0.05% 72
2018
Q4 		$96K Buy
4,960
+366
+8% +$7.47K 0.05% 76
2018
Q3 		$96K Buy
4,594
+224
+5% +$4.73K 0.04% 91
2018
Q2 		$91K Buy
4,370
+1,250
+40% +$24.7K 0.04% 92
2018
Q1 		$59K Buy
3,120
+550
+21% +$10.6K 0.03% 119
2017
Q4 		$53K Buy
2,570
+164
+7% +$3.41K 0.02% 122
2017
Q3 		$49K Buy
2,406
+222
+10% +$4.57K 0.02% 126
2017
Q2 		$45K Buy
2,184
+172
+9% +$3.54K 0.02% 135
2017
Q1 		$41K Buy
2,012
+168
+9% +$3.44K 0.02% 138
2016
Q4 		$38K Sell
1,844
-2
-0.1% -$40 0.02% 144
2016
Q3 		$40K Sell
1,846
-52
-3% -$1.14K 0.02% 229
2016
Q2 		$42K Sell
1,898
-80
-4% -$1.65K 0.03% 231
2016
Q1 		$41K Buy
1,978
+128
+7% +$2.46K 0.03% 237
2015
Q4 		$37K Hold
1,850
– – 0.03% 245
2015
Q3 		$34K Buy
1,850
+158
+9% +$2.96K 0.02% 262
2015
Q2 		$31K Buy
1,692
+204
+14% +$3.93K 0.02% 272
2015
Q1 		$30K Buy
1,488
+48
+3% +$980 0.02% 269
2014
Q4 		$28K Buy
1,440
+82
+6% +$1.54K 0.02% 282
2014
Q3 		$23K Buy
1,358
+60
+5% +$1.07K 0.01% 328
2014
Q2 		$23K Sell
1,298
-146
-10% -$2.53K 0.01% 313
2014
Q1 		$24K Buy
1,444
+152
+12% +$2.44K 0.02% 277
2013
Q4 		$20K Buy
+1,292
New +$20.1K 0.02% 319

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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

Blue Bell Private Wealth Management's SCHH Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q1 2025, closing a stake of 299 shares — an estimated $6.39K sold.

Blue Bell Private Wealth Management first reported a position in SCHH in Q4 2013 and held it in 40 quarters. The position peaked at $110K in Q1 2019. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

  • Blue Bell Private Wealth Management reported no remaining Schwab US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 299 Schwab US REIT ETF shares in Q1 2025, an estimated $6.39K.
  • Blue Bell Private Wealth Management first reported a position in Schwab US REIT ETF in Q4 2013 and held it in 40 quarters.
  • Blue Bell Private Wealth Management's Schwab US REIT ETF position peaked at $110K in Q1 2019.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.