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Brooklyn Investment Group’s Schwab US REIT ETF SCHH Stock Holding History

Brooklyn Investment Group’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 		$501K Buy
23,320
+3,863
+20% +$84.7K 0.02% 1015
2025
Q4 		$409K Buy
+19,457
New +$413K 0.02% 815
2025
Q3 		– Sell
-5,909
Closed -$125K – 2301
2025
Q2 		$125K Buy
+5,909
New +$124K 0.02% 822

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

Brooklyn Investment Group's SCHH Position: Q1 2026 in Review

Brooklyn Investment Group increased its Schwab US REIT ETF (SCHH) stake by 20% in Q1 2026, buying an estimated $84.7K and bringing the position to 23,320 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #1015.

Brooklyn Investment Group first reported a position in SCHH in Q2 2025 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Brooklyn Investment Group held 23,320 shares of Schwab US REIT ETF worth $501K as of Q1 2026.
  • Brooklyn Investment Group bought 3,863 Schwab US REIT ETF shares in Q1 2026, an estimated $84.7K.
  • Schwab US REIT ETF made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #1015 holding.
  • Brooklyn Investment Group first reported a position in Schwab US REIT ETF in Q2 2025 and has held it in 3 quarters since.
  • 570 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.