Charles Schwab’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Charles Schwab’s Portfolio BBRE Stock Details BBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$133M	Buy	+1,236,240	New	+$129M	0.02%	632

Other funds holding BBRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $863M AUM 30.35% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab's BBRE Position: Q2 2026 in Review

Charles Schwab opened a new position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2026: 1,236,240 shares worth $133M. The stake represents 0.02% of the portfolio and ranks #632 among its holdings.

55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

Charles Schwab held 1,236,240 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $133M as of Q2 2026.
JPMorgan BetaBuilders MSCI US REIT ETF was a new Charles Schwab position in Q2 2026.
JPMorgan BetaBuilders MSCI US REIT ETF made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #632 holding.
55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.