Brand Asset Management Group’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.74M | Sell |
115,591
-3,189
| -3% | -$74.4K | 0.61% | 32 |
|
|
2026
Q1 | $2.55M | Sell |
118,780
-21,422
| -15% | -$470K | 0.66% | 31 |
|
|
2025
Q4 | $2.93M | Sell |
140,202
-21,822
| -13% | -$463K | 0.82% | 26 |
|
|
2025
Q3 | $3.49M | Buy |
162,024
+151,735
| +1,475% | +$3.24M | 0.98% | 23 |
|
|
2025
Q2 | $218K | Sell |
10,289
-571
| -5% | -$12K | 0.08% | 86 |
|
|
2025
Q1 | $234K | Sell |
10,860
-1,040
| -9% | -$22.2K | 0.1% | 83 |
|
|
2024
Q4 | $251K | Buy |
11,900
+304
| +3% | +$6.79K | 0.1% | 82 |
|
|
2024
Q3 | $269K | Sell |
11,596
-117
| -1% | -$2.56K | 0.11% | 78 |
|
|
2024
Q2 | $234K | Buy |
11,713
+1,069
| +10% | +$20.8K | 0.1% | 75 |
|
|
2024
Q1 | $216K | Sell |
10,644
-1,705
| -14% | -$34.2K | 0.09% | 75 |
|
|
2023
Q4 | $256K | Buy |
12,349
+1,691
| +16% | +$31.4K | 0.12% | 69 |
|
|
2023
Q3 | $189K | Buy |
10,658
+454
| +4% | +$8.73K | 0.1% | 73 |
|
|
2023
Q2 | $199K | Sell |
10,204
-578
| -5% | -$11.1K | 0.1% | 73 |
|
|
2023
Q1 | $210K | Buy |
10,782
+569
| +6% | +$11.4K | 0.11% | 73 |
|
|
2022
Q4 | $197K | Buy |
+10,213
| New | +$197K | 0.1% | 75 |
|
|
2022
Q3 | – | Sell |
-9,575
| Closed | -$202K | – | 78 |
|
|
2022
Q2 | $202K | Sell |
9,575
-724
| -7% | -$16.7K | 0.1% | 76 |
|
|
2022
Q1 | $256K | Buy |
10,299
+1,305
| +15% | +$31.5K | 0.11% | 75 |
|
|
2021
Q4 | $237K | Buy |
8,994
+176
| +2% | +$4.34K | 0.11% | 74 |
|
|
2021
Q3 | $201K | Sell |
8,818
-2,840
| -24% | -$67.7K | 0.1% | 75 |
|
|
2021
Q2 | $267K | Buy |
11,658
+688
| +6% | +$15.3K | 0.13% | 64 |
|
|
2021
Q1 | $225K | Sell |
10,970
-11,372
| -51% | -$222K | 0.11% | 69 |
|
|
2020
Q4 | $424K | Sell |
22,342
-104,564
| -82% | -$1.93M | 0.24% | 50 |
|
|
2020
Q3 | $2.24M | Sell |
126,906
-300,890
| -70% | -$5.41M | 1.4% | 19 |
|
|
2020
Q2 | $7.53M | Buy |
427,796
+20,910
| +5% | +$363K | 4.8% | 6 |
|
|
2020
Q1 | $6.66M | Buy |
406,886
+26,378
| +7% | +$563K | 4.92% | 6 |
|
|
2019
Q4 | $8.74M | Buy |
380,508
+6,314
| +2% | +$147K | 5.57% | 3 |
|
|
2019
Q3 | $8.82M | Sell |
374,194
-13,514
| -3% | -$310K | 5.85% | 3 |
|
|
2019
Q2 | $8.62M | Sell |
387,708
-102
| -0% | -$2.28K | 5.66% | 3 |
|
|
2019
Q1 | $8.62M | Buy |
387,810
+5,366
| +1% | +$114K | 5.85% | 3 |
|
|
2018
Q4 | $7.36M | Buy |
382,444
+5,046
| +1% | +$103K | 5.84% | 3 |
|
|
2018
Q3 | $7.87M | Sell |
377,398
-1,204
| -0.3% | -$25.4K | 5.78% | 4 |
|
|
2018
Q2 | $7.91M | Buy |
+378,602
| New | +$7.49M | 6.04% | 3 |
|
Other funds holding SCHH
DI
BEI
Brand Asset Management Group's SCHH Position: Q2 2026 in Review
Brand Asset Management Group reduced its Schwab US REIT ETF (SCHH) stake by 2.7% in Q2 2026, selling an estimated $74.4K and leaving 115,591 shares worth $2.74M. The position accounts for 0.61% of the portfolio, ranked #32.
Brand Asset Management Group first reported a position in SCHH in Q2 2018 and has held it in 32 quarters since. The position peaked at $8.82M in Q3 2019. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.
- Brand Asset Management Group held 115,591 shares of Schwab US REIT ETF worth $2.74M as of Q2 2026.
- Brand Asset Management Group sold 3,189 Schwab US REIT ETF shares in Q2 2026, an estimated $74.4K.
- Schwab US REIT ETF made up 0.61% of Brand Asset Management Group's portfolio in Q2 2026, its #32 holding.
- Brand Asset Management Group first reported a position in Schwab US REIT ETF in Q2 2018 and has held it in 32 quarters since.
- Brand Asset Management Group's Schwab US REIT ETF position peaked at $8.82M in Q3 2019.
- 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.
Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.