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Brand Asset Management Group’s Schwab US REIT ETF SCHH Stock Holding History

Brand Asset Management 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
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

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Brand Asset Management Group's SCHH Position: Q1 2026 in Review

Brand Asset Management Group reduced its Schwab US REIT ETF (SCHH) stake by 15% in Q1 2026, selling an estimated $470K and leaving 118,780 shares worth $2.55M. The position accounts for 0.66% of the portfolio, ranked #31.

Brand Asset Management Group first reported a position in SCHH in Q2 2018 and has held it in 31 quarters since. The position peaked at $8.82M in Q3 2019. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Brand Asset Management Group held 118,780 shares of Schwab US REIT ETF worth $2.55M as of Q1 2026.
  • Brand Asset Management Group sold 21,422 Schwab US REIT ETF shares in Q1 2026, an estimated $470K.
  • Schwab US REIT ETF made up 0.66% of Brand Asset Management Group's portfolio in Q1 2026, its #31 holding.
  • Brand Asset Management Group first reported a position in Schwab US REIT ETF in Q2 2018 and has held it in 31 quarters since.
  • Brand Asset Management Group's Schwab US REIT ETF position peaked at $8.82M in Q3 2019.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Brand Asset Management Group's 13F filing for Q1 2026, filed 11 May 2026.