Newbridge Financial Services Group’s Schwab US REIT ETF SCHH Stock Holding History

Newbridge Financial Services 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 Q2	$900	Buy	+38	New	+$886	﹤0.01%	1136
2023 Q2	–	Sell	-60	Closed	-$1.17K	–	1434
2023 Q1	$1.17K	Sell	60 -134	-69%	-$2.68K	﹤0.01%	1256
2022 Q4	$3.73K	Buy	194 +1	+0.5%	+$19	﹤0.01%	1115
2022 Q3	$4K	Sell	193 -6	-3%	-$130	﹤0.01%	1099
2022 Q2	$4K	Buy	+199	New	+$4.58K	﹤0.01%	1068
2022 Q1	–	Sell	-60	Closed	-$2K	–	1545
2021 Q4	$2K	Sell	60 -350	-85%	-$8.63K	﹤0.01%	1270
2021 Q3	$9K	Buy	410 +112	+38%	+$2.67K	0.01%	912
2021 Q2	$7K	Sell	298 -210	-41%	-$4.67K	﹤0.01%	1057
2021 Q1	$10K	Buy	508 +194	+62%	+$3.79K	0.01%	905
2020 Q4	$6K	Sell	314 -600	-66%	-$11.1K	﹤0.01%	824
2020 Q3	$16K	Buy	+914	New	+$16.4K	0.02%	563

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Newbridge Financial Services Group's SCHH Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 38 shares worth $900. The stake represents ﹤0.01% of the portfolio and ranks #1136 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in SCHH as recently as Q1 2023.

Newbridge Financial Services Group first reported a position in SCHH in Q3 2020 and has held it in 11 quarters since. The position peaked at $16K in Q3 2020. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Newbridge Financial Services Group held 38 shares of Schwab US REIT ETF worth $900 as of Q2 2026.
Schwab US REIT ETF was a new Newbridge Financial Services Group position in Q2 2026.
Schwab US REIT ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1136 holding.
Newbridge Financial Services Group first reported a position in Schwab US REIT ETF in Q3 2020 and has held it in 11 quarters since.
Newbridge Financial Services Group's Schwab US REIT ETF position peaked at $16K in Q3 2020.
594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.