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Bluestem Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Bluestem Financial 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 		$579K Sell
24,438
-214
-0.9% -$4.99K 0.2% 27
2026
Q1 		$530K Buy
24,652
+43
+0.2% +$943 0.2% 28
2025
Q4 		$514K Sell
24,609
-38
-0.2% -$806 0.2% 27
2025
Q3 		$532K Buy
24,647
+1,868
+8% +$39.8K 0.21% 26
2025
Q2 		$482K Buy
22,779
+2,243
+11% +$47K 0.21% 26
2025
Q1 		$442K Buy
20,536
+26
+0.1% +$556 0.21% 25
2024
Q4 		$432K Buy
20,510
+60
+0.3% +$1.34K 0.2% 25
2024
Q3 		$474K Sell
20,450
-1,799
-8% -$39.4K 0.22% 25
2024
Q2 		$444K Buy
22,249
+1,515
+7% +$29.5K 0.22% 25
2024
Q1 		$421K Buy
20,734
+30
+0.1% +$601 0.22% 24
2023
Q4 		$429K Buy
20,704
+5,658
+38% +$105K 0.25% 23
2023
Q3 		$267K Buy
15,046
+52
+0.3% +$1K 0.16% 24
2023
Q2 		$293K Sell
14,994
-390
-3% -$7.48K 0.18% 23
2023
Q1 		$300K Buy
15,384
+44
+0.3% +$881 0.18% 23
2022
Q4 		$296K Buy
15,340
+4,998
+48% +$96.2K 0.19% 23
2022
Q3 		$193K Sell
10,342
-4,948
-32% -$107K 0.14% 27
2022
Q2 		$322K Sell
15,290
-5,189
-25% -$119K 0.22% 23
2022
Q1 		$510K Buy
20,479
+8,531
+71% +$206K 0.32% 22
2021
Q4 		$315K Buy
11,948
+42
+0.4% +$1.03K 0.2% 21
2021
Q3 		$272K Buy
11,906
+30
+0.3% +$715 0.18% 22
2021
Q2 		$272K Sell
11,876
-1,564
-12% -$34.8K 0.18% 23
2021
Q1 		$276K Buy
13,440
+24
+0.2% +$469 0.2% 24
2020
Q4 		$255K Buy
13,416
+60
+0.4% +$1.11K 0.19% 26
2020
Q3 		$236K Sell
13,356
-7,772
-37% -$140K 0.2% 26
2020
Q2 		$372K Buy
+21,128
New +$367K 0.34% 18

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

Bluestem Financial Advisors's SCHH Position: Q2 2026 in Review

Bluestem Financial Advisors reduced its Schwab US REIT ETF (SCHH) stake by 0.87% in Q2 2026, selling an estimated $4.99K and leaving 24,438 shares worth $579K. The position accounts for 0.2% of the portfolio, ranked #27.

Bluestem Financial Advisors first reported a position in SCHH in Q2 2020 and has held it in 25 quarters since. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Bluestem Financial Advisors held 24,438 shares of Schwab US REIT ETF worth $579K as of Q2 2026.
  • Bluestem Financial Advisors sold 214 Schwab US REIT ETF shares in Q2 2026, an estimated $4.99K.
  • Schwab US REIT ETF made up 0.2% of Bluestem Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Bluestem Financial Advisors first reported a position in Schwab US REIT ETF in Q2 2020 and has held it in 25 quarters since.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.