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Brown Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Brown Wealth Management’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 		$740K Sell
31,233
-4,995
-14% -$116K 0.17% 65
2026
Q1 		$779K Sell
36,228
-15,435
-30% -$338K 0.2% 64
2025
Q4 		$1.08M Sell
51,663
-229,470
-82% -$4.87M 0.28% 49
2025
Q3 		$6.06M Sell
281,133
-79,343
-22% -$1.69M 1.7% 14
2025
Q2 		$7.63M Sell
360,476
-7,144
-2% -$150K 2.37% 10
2025
Q1 		$7.91M Buy
367,620
+21,226
+6% +$454K 2.72% 9
2024
Q4 		$7.3M Sell
346,394
-808
-0.2% -$18.1K 2.59% 10
2024
Q3 		$8.04M Buy
347,202
+13,747
+4% +$301K 2.9% 10
2024
Q2 		$6.66M Buy
333,455
+41,400
+14% +$807K 2.68% 11
2024
Q1 		$5.93M Buy
+292,055
New +$5.86M 2.45% 12

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

Brown Wealth Management's SCHH Position: Q2 2026 in Review

Brown Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 14% in Q2 2026, selling an estimated $116K and leaving 31,233 shares worth $740K. The position accounts for 0.17% of the portfolio, ranked #65.

Brown Wealth Management first reported a position in SCHH in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.04M in Q3 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Brown Wealth Management held 31,233 shares of Schwab US REIT ETF worth $740K as of Q2 2026.
  • Brown Wealth Management sold 4,995 Schwab US REIT ETF shares in Q2 2026, an estimated $116K.
  • Schwab US REIT ETF made up 0.17% of Brown Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Brown Wealth Management first reported a position in Schwab US REIT ETF in Q1 2024 and has held it in 10 quarters since.
  • Brown Wealth Management's Schwab US REIT ETF position peaked at $8.04M in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.