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Braun-Bostich & Associates’s Schwab US REIT ETF SCHH Stock Holding History

Braun-Bostich & Associates’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 		$1.74M Sell
73,667
-2,746
-4% -$64K 0.97% 30
2026
Q1 		$1.64M Sell
76,413
-775
-1% -$17K 1.03% 29
2025
Q4 		$1.61M Buy
77,188
+3,288
+4% +$69.7K 1% 30
2025
Q3 		$1.59M Buy
73,900
+3,270
+5% +$69.7K 1% 30
2025
Q2 		$1.49M Sell
70,630
-3,807
-5% -$79.8K 1.02% 30
2025
Q1 		$1.6M Buy
74,437
+1,149
+2% +$24.6K 1.18% 27
2024
Q4 		$1.54M Buy
73,288
+598
+0.8% +$13.4K 1.11% 25
2024
Q3 		$1.68M Sell
72,690
-3,858
-5% -$84.4K 1.17% 25
2024
Q2 		$1.53M Buy
76,548
+29,411
+62% +$574K 1.14% 27
2024
Q1 		$957K Buy
47,137
+15,877
+51% +$318K 0.8% 36
2023
Q4 		$647K Buy
+31,260
New +$581K 0.58% 44
2023
Q3 		– Sell
-31,543
Closed -$616K – 96
2023
Q2 		$616K Buy
31,543
+1,188
+4% +$22.8K 1.32% 28
2023
Q1 		$592K Buy
30,355
+487
+2% +$9.75K 1.4% 27
2022
Q4 		$576K Buy
29,868
+4,214
+16% +$81.1K 1.66% 24
2022
Q3 		$479K Sell
25,654
-2,386
-9% -$51.6K 1.47% 27
2022
Q2 		$591K Buy
28,040
+17,814
+174% +$410K 1.54% 29
2022
Q1 		$255K Buy
+10,226
New +$247K 0.55% 60

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

Braun-Bostich & Associates's SCHH Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its Schwab US REIT ETF (SCHH) stake by 3.6% in Q2 2026, selling an estimated $64K and leaving 73,667 shares worth $1.74M. The position accounts for 0.97% of the portfolio, ranked #30.

Braun-Bostich & Associates first reported a position in SCHH in Q1 2022 and has held it in 17 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Braun-Bostich & Associates held 73,667 shares of Schwab US REIT ETF worth $1.74M as of Q2 2026.
  • Braun-Bostich & Associates sold 2,746 Schwab US REIT ETF shares in Q2 2026, an estimated $64K.
  • Schwab US REIT ETF made up 0.97% of Braun-Bostich & Associates's portfolio in Q2 2026, its #30 holding.
  • Braun-Bostich & Associates first reported a position in Schwab US REIT ETF in Q1 2022 and has held it in 17 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.