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Brighton Jones LLC’s Schwab US REIT ETF SCHH Stock Holding History

Brighton Jones LLC’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 		$262K Buy
+12,190
New +$267K 0.01% 982
2025
Q4 		– Sell
-10,175
Closed -$219K – 777
2025
Q3 		$219K Sell
10,175
-360
-3% -$7.68K 0.01% 932
2025
Q2 		$223K Buy
10,535
+393
+4% +$8.23K 0.01% 836
2025
Q1 		$218K Buy
10,142
+273
+3% +$5.83K 0.01% 627
2024
Q4 		$208K Buy
+9,869
New +$221K 0.01% 634
2024
Q1 		– Sell
-13,446
Closed -$278K – 649
2023
Q4 		$278K Buy
13,446
+1,281
+11% +$23.8K 0.01% 458
2023
Q3 		$216K Buy
+12,165
New +$234K 0.01% 482

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 $424B AUM 22.96% 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 $11B AUM 18.22% 1-Year Est. Return

Brighton Jones LLC's SCHH Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Schwab US REIT ETF (SCHH) in Q1 2026: 12,190 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #982 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in SCHH as recently as Q3 2025.

Brighton Jones LLC first reported a position in SCHH in Q3 2023 and has held it in 7 quarters since. The position peaked at $278K in Q4 2023. 566 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Brighton Jones LLC held 12,190 shares of Schwab US REIT ETF worth $262K as of Q1 2026.
  • Schwab US REIT ETF was a new Brighton Jones LLC position in Q1 2026.
  • Schwab US REIT ETF made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #982 holding.
  • Brighton Jones LLC first reported a position in Schwab US REIT ETF in Q3 2023 and has held it in 7 quarters since.
  • Brighton Jones LLC's Schwab US REIT ETF position peaked at $278K in Q4 2023.
  • 566 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.