BWM
SCHH icon

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

Bullock 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 		$67.8K Sell
2,849
-325
-10% -$7.58K 0.03% 253
2026
Q1 		$68.5K Buy
3,174
+2,445
+335% +$53.6K 0.03% 252
2025
Q4 		$15.2K Buy
729
+55
+8% +$1.17K 0.01% 366
2025
Q3 		$14.5K Buy
674
+5
+0.7% +$107 0.01% 376
2025
Q2 		$14.2K Buy
669
+5
+0.8% +$105 0.01% 358
2025
Q1 		$14.3K Sell
664
-13
-2% -$278 0.01% 343
2024
Q4 		$14.3K Buy
677
+7
+1% +$156 0.01% 358
2024
Q3 		$15.4K Buy
670
+4
+0.6% +$88 0.01% 330
2024
Q2 		$13.2K Buy
666
+7
+1% +$137 0.01% 331
2024
Q1 		$13.2K Buy
+659
New +$13.2K 0.01% 336

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 22.9% 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

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

Bullock Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 10% in Q2 2026, selling an estimated $7.58K and leaving 2,849 shares worth $67.8K. The position accounts for 0.03% of the portfolio, ranked #253.

Bullock Wealth Management first reported a position in SCHH in Q1 2024 and has held it in 10 quarters since. The position peaked at $68.5K in Q1 2026. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Bullock Wealth Management held 2,849 shares of Schwab US REIT ETF worth $67.8K as of Q2 2026.
  • Bullock Wealth Management sold 325 Schwab US REIT ETF shares in Q2 2026, an estimated $7.58K.
  • Schwab US REIT ETF made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #253 holding.
  • Bullock Wealth Management first reported a position in Schwab US REIT ETF in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Schwab US REIT ETF position peaked at $68.5K in Q1 2026.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.