BGWM
SCHH icon

Bridge Generations Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Bridge Generations Wealth Management’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
2025
Q2 		– Sell
-227
Closed -$4.88K – 147
2025
Q1 		$4.88K Buy
227
+138
+155% +$2.95K ﹤0.01% 73
2024
Q4 		$1.87K Buy
+89
New +$1.99K ﹤0.01% 65

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Bridge Generations Wealth Management's SCHH Position: Q2 2025 in Review

Bridge Generations Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 227 shares — an estimated $4.88K sold.

Bridge Generations Wealth Management first reported a position in SCHH in Q4 2024 and held it in 2 quarters. The position peaked at $4.88K in Q1 2025. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

  • Bridge Generations Wealth Management reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 227 Schwab US REIT ETF shares in Q2 2025, an estimated $4.88K.
  • Bridge Generations Wealth Management first reported a position in Schwab US REIT ETF in Q4 2024 and held it in 2 quarters.
  • Bridge Generations Wealth Management's Schwab US REIT ETF position peaked at $4.88K in Q1 2025.
  • 517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.