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Bogart Wealth LLC’s Schwab US REIT ETF SCHH Stock Holding History

Bogart Wealth 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 		$4.5K Sell
190
-204
-52% -$4.76K ﹤0.01% 1232
2026
Q1 		$8.47K Hold
394
– – ﹤0.01% 941
2025
Q4 		$8.23K Buy
394
+204
+107% +$4.33K ﹤0.01% 897
2025
Q3 		$4.1K Buy
190
+123
+184% +$2.62K ﹤0.01% 1016
2025
Q2 		$1.42K Hold
67
– – ﹤0.01% 1163
2025
Q1 		$1.44K Hold
67
– – ﹤0.01% 1124
2024
Q4 		$1.41K Hold
67
– – ﹤0.01% 1163
2024
Q3 		$1.55K Buy
+67
New +$1.47K ﹤0.01% 992
2024
Q1 		– Sell
-22
Closed -$456 – 1109
2023
Q4 		$456 Hold
22
– – ﹤0.01% 1005
2023
Q3 		$391 Sell
22
-246
-92% -$4.73K ﹤0.01% 1021
2023
Q2 		$5.23K Sell
268
-1,087
-80% -$20.8K ﹤0.01% 698
2023
Q1 		$26.4K Buy
1,355
+1,082
+396% +$21.7K ﹤0.01% 412
2022
Q4 		$5.27K Sell
273
-1,028
-79% -$19.8K ﹤0.01% 651
2022
Q3 		$24K Buy
1,301
+1,028
+377% +$22.2K ﹤0.01% 405
2022
Q2 		$6K Buy
273
+251
+1,141% +$5.78K ﹤0.01% 618
2022
Q1 		$1K Sell
22
-14
-39% -$338 ﹤0.01% 758
2021
Q4 		$1K Buy
+36
New +$887 ﹤0.01% 728
2020
Q4 		– Sell
-76
Closed -$1K – 499
2020
Q3 		$1K Hold
76
– – ﹤0.01% 419
2020
Q2 		$1K Hold
76
– – ﹤0.01% 432
2020
Q1 		$1K Buy
+76
New +$1.62K ﹤0.01% 407

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

Bogart Wealth LLC's SCHH Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Schwab US REIT ETF (SCHH) stake by 52% in Q2 2026, selling an estimated $4.76K and leaving 190 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Bogart Wealth LLC first reported a position in SCHH in Q1 2020 and has held it in 20 quarters since. The position peaked at $26.4K in Q1 2023. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Bogart Wealth LLC held 190 shares of Schwab US REIT ETF worth $4.5K as of Q2 2026.
  • Bogart Wealth LLC sold 204 Schwab US REIT ETF shares in Q2 2026, an estimated $4.76K.
  • Schwab US REIT ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1232 holding.
  • Bogart Wealth LLC first reported a position in Schwab US REIT ETF in Q1 2020 and has held it in 20 quarters since.
  • Bogart Wealth LLC's Schwab US REIT ETF position peaked at $26.4K in Q1 2023.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.