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Brooklyn FI’s Schwab US REIT ETF SCHH Stock Holding History

Brooklyn FI’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 		$3.94M Buy
161,309
+5,354
+3% +$125K 0.72% 32
2026
Q1 		$3.35M Buy
155,955
+1,152
+0.7% +$25.3K 0.7% 33
2025
Q4 		$3.23M Sell
154,803
-5,010
-3% -$106K 0.69% 33
2025
Q3 		$3.45M Buy
159,813
+2,424
+2% +$51.7K 0.77% 30
2025
Q2 		$3.33M Buy
157,389
+30,678
+24% +$643K 0.85% 31
2025
Q1 		$2.73M Buy
126,711
+6,530
+5% +$140K 0.84% 29
2024
Q4 		$2.53M Buy
120,181
+40
+0% +$894 0.84% 28
2024
Q3 		$2.78M Sell
120,141
-1,315
-1% -$28.8K 0.98% 25
2024
Q2 		$2.43M Buy
121,456
+12
+0% +$234 0.95% 26
2024
Q1 		$2.47M Sell
121,444
-572
-0.5% -$11.5K 1.01% 25
2023
Q4 		$2.53M Buy
+122,016
New +$2.27M 1.19% 25

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

Brooklyn FI's SCHH Position: Q2 2026 in Review

Brooklyn FI increased its Schwab US REIT ETF (SCHH) stake by 3.4% in Q2 2026, buying an estimated $125K and bringing the position to 161,309 shares worth $3.94M. The position accounts for 0.72% of the portfolio, ranked #32.

Brooklyn FI first reported a position in SCHH in Q4 2023 and has held it in 11 quarters since. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Brooklyn FI held 161,309 shares of Schwab US REIT ETF worth $3.94M as of Q2 2026.
  • Brooklyn FI bought 5,354 Schwab US REIT ETF shares in Q2 2026, an estimated $125K.
  • Schwab US REIT ETF made up 0.72% of Brooklyn FI's portfolio in Q2 2026, its #32 holding.
  • Brooklyn FI first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Brooklyn FI's 13F filing for Q2 2026, filed 4 Aug 2026.