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Bridgewater Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Bridgewater Advisors’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 		– Sell
-10,235
Closed -$220K – 480
2025
Q4 		$220K Sell
10,235
-487
-5% -$10.3K 0.01% 423
2025
Q3 		$225K Sell
10,722
-226
-2% -$4.82K 0.02% 405
2025
Q2 		$236K Buy
10,948
+4
+0% +$84 0.02% 393
2025
Q1 		$229K Buy
+10,944
New +$234K 0.02% 369
2024
Q4 		– Sell
-10,060
Closed -$228K – 138
2024
Q3 		$228K Sell
10,060
-625
-6% -$13.7K 0.02% 135
2024
Q2 		$223K Sell
10,685
-283
-3% -$5.52K 0.03% 130
2024
Q1 		$223K Sell
10,968
-1,401
-11% -$28.1K 0.03% 97
2023
Q4 		$256K Sell
12,369
-3,174
-20% -$59K 0.04% 95
2023
Q3 		$276K Buy
15,543
+21
+0.1% +$404 0.04% 102
2023
Q2 		$303K Sell
15,522
-864
-5% -$16.6K 0.06% 99
2023
Q1 		$320K Sell
16,386
-119
-0.7% -$2.38K 0.07% 106
2022
Q4 		$318K Sell
16,505
-537
-3% -$10.3K 0.08% 102
2022
Q3 		$319K Sell
17,042
-540
-3% -$11.7K 0.09% 112
2022
Q2 		$371K Buy
17,582
+333
+2% +$7.66K 0.08% 171
2022
Q1 		$429K Buy
17,249
+429
+3% +$10.4K 0.1% 160
2021
Q4 		$443K Buy
16,820
+588
+4% +$14.5K 0.1% 156
2021
Q3 		$371K Buy
16,232
+328
+2% +$7.82K 0.1% 160
2021
Q2 		$364K Buy
15,904
+1,560
+11% +$34.7K 0.12% 166
2021
Q1 		$304K Buy
+14,344
New +$281K 0.15% 122

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Bridgewater Advisors's SCHH Position: Q1 2026 in Review

Bridgewater Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 10,235 shares — an estimated $220K sold.

Bridgewater Advisors first reported a position in SCHH in Q1 2021 and held it in 19 quarters. The position peaked at $443K in Q4 2021. 570 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Bridgewater Advisors reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Bridgewater Advisors sold 10,235 Schwab US REIT ETF shares in Q1 2026, an estimated $220K.
  • Bridgewater Advisors first reported a position in Schwab US REIT ETF in Q1 2021 and held it in 19 quarters.
  • Bridgewater Advisors's Schwab US REIT ETF position peaked at $443K in Q4 2021.
  • 570 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.