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

Bristlecone 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
2025
Q3 		– Sell
-2,973
Closed -$62.9K – 291
2025
Q2 		$62.9K Buy
2,973
+23
+0.8% +$482 0.01% 249
2025
Q1 		$63.5K Buy
2,950
+13
+0.4% +$278 0.01% 310
2024
Q4 		$61.8K Buy
2,937
+32
+1% +$715 ﹤0.01% 308
2024
Q3 		$67.3K Buy
+2,905
New +$63.6K 0.01% 313
2023
Q2 		– Sell
-897
Closed -$17.5K – 329
2023
Q1 		$17.5K Buy
+897
New +$18K ﹤0.01% 321

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bristlecone Advisors's SCHH Position: Q3 2025 in Review

Bristlecone Advisors sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 2,973 shares — an estimated $62.9K sold.

Bristlecone Advisors first reported a position in SCHH in Q1 2023 and held it in 5 quarters. The position peaked at $67.3K in Q3 2024. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Bristlecone Advisors reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 2,973 Schwab US REIT ETF shares in Q3 2025, an estimated $62.9K.
  • Bristlecone Advisors first reported a position in Schwab US REIT ETF in Q1 2023 and held it in 5 quarters.
  • Bristlecone Advisors's Schwab US REIT ETF position peaked at $67.3K in Q3 2024.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.