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Brio Consultants’s Schwab US REIT ETF SCHH Stock Holding History

Brio Consultants’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 		$2.44M Buy
102,848
+3,120
+3% +$72.7K 0.29% 51
2026
Q1 		$2.32M Sell
99,728
-4,151
-4% -$91K 0.28% 52
2025
Q4 		$2.17M Buy
103,879
+2,499
+2% +$53K 0.28% 51
2025
Q3 		$2.19M Buy
101,380
+2,735
+3% +$58.3K 0.3% 50
2025
Q2 		$2.09M Sell
98,645
-4,673
-5% -$97.9K 0.3% 50
2025
Q1 		$2.22M Buy
103,318
+1,027
+1% +$21.9K 0.35% 47
2024
Q4 		$2.15M Buy
102,291
+963
+1% +$21.5K 0.34% 49
2024
Q3 		$2.35M Sell
101,328
-1,619
-2% -$35.4K 0.37% 43
2024
Q2 		$2.06M Sell
102,947
-1,006
-1% -$19.6K 0.34% 43
2024
Q1 		$2.11M Sell
103,953
-1,176
-1% -$23.6K 0.36% 42
2023
Q4 		$2.18M Buy
105,129
+65,047
+162% +$1.21M 0.39% 42
2023
Q3 		$711K Buy
40,082
+12,015
+43% +$231K 0.13% 60
2023
Q2 		$548K Sell
28,067
-1,466
-5% -$28.1K 0.1% 65
2023
Q1 		$576K Buy
29,533
+103
+0.3% +$2.06K 0.11% 62
2022
Q4 		$568K Buy
29,430
+610
+2% +$11.7K 0.11% 61
2022
Q3 		$523K Buy
+28,820
New +$624K 0.11% 66

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

Brio Consultants's SCHH Position: Q2 2026 in Review

Brio Consultants increased its Schwab US REIT ETF (SCHH) stake by 3.1% in Q2 2026, buying an estimated $72.7K and bringing the position to 102,848 shares worth $2.44M. The position accounts for 0.29% of the portfolio, ranked #51.

Brio Consultants first reported a position in SCHH in Q3 2022 and has held it in 16 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Brio Consultants held 102,848 shares of Schwab US REIT ETF worth $2.44M as of Q2 2026.
  • Brio Consultants bought 3,120 Schwab US REIT ETF shares in Q2 2026, an estimated $72.7K.
  • Schwab US REIT ETF made up 0.29% of Brio Consultants's portfolio in Q2 2026, its #51 holding.
  • Brio Consultants first reported a position in Schwab US REIT ETF in Q3 2022 and has held it in 16 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.