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Rockbridge Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Rockbridge Investment 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
Q1 		$1.01M Sell
47,062
-3,600
-7% -$78.9K 0.09% 67
2025
Q4 		$1.06M Sell
50,662
-9,545
-16% -$202K 0.1% 62
2025
Q3 		$1.3M Sell
60,207
-4,419
-7% -$94.2K 0.13% 55
2025
Q2 		$1.37M Sell
64,626
-2,693
-4% -$56.4K 0.15% 49
2025
Q1 		$1.45M Sell
67,319
-12,470
-16% -$267K 0.17% 44
2024
Q4 		$1.68M Sell
79,789
-19,760
-20% -$442K 0.22% 43
2024
Q3 		$2.31M Sell
99,549
-41,022
-29% -$898K 0.3% 36
2024
Q2 		$2.81M Sell
140,571
-12,097
-8% -$236K 0.4% 30
2024
Q1 		$3.1M Sell
152,668
-1,824
-1% -$36.6K 0.45% 30
2023
Q4 		$3.2M Sell
154,492
-4,223
-3% -$78.5K 0.49% 29
2023
Q3 		$2.82M Sell
158,715
-6,489
-4% -$125K 0.5% 29
2023
Q2 		$3.23M Sell
165,204
-4,523
-3% -$86.7K 0.57% 28
2023
Q1 		$3.31M Sell
169,727
-3,380
-2% -$67.7K 0.61% 28
2022
Q4 		$3.34M Buy
173,107
+3,684
+2% +$70.9K 0.68% 25
2022
Q3 		$3.17M Buy
169,423
+7,370
+5% +$159K 0.75% 26
2022
Q2 		$3.42M Sell
162,053
-11,176
-6% -$257K 0.74% 25
2022
Q1 		$4.4M Sell
173,229
-3,753
-2% -$90.6K 0.68% 30
2021
Q4 		$4.66M Buy
176,982
+1,790
+1% +$44.1K 0.69% 30
2021
Q3 		$4M Sell
175,192
-3,790
-2% -$90.4K 0.66% 29
2021
Q2 		$4.1M Sell
178,982
-10,122
-5% -$225K 0.69% 27
2021
Q1 		$3.88M Sell
189,104
-2,126
-1% -$41.6K 0.74% 27
2020
Q4 		$3.63M Sell
191,230
-2,464
-1% -$45.6K 0.74% 27
2020
Q3 		$3.42M Sell
193,694
-9,490
-5% -$171K 0.81% 26
2020
Q2 		$3.58M Buy
+203,184
New +$3.53M 0.93% 26

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Rockbridge Investment Management's SCHH Position: Q1 2026 in Review

Rockbridge Investment Management reduced its Schwab US REIT ETF (SCHH) stake by 7.1% in Q1 2026, selling an estimated $78.9K and leaving 47,062 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #67.

Rockbridge Investment Management first reported a position in SCHH in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.66M in Q4 2021. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Rockbridge Investment Management held 47,062 shares of Schwab US REIT ETF worth $1.01M as of Q1 2026.
  • Rockbridge Investment Management sold 3,600 Schwab US REIT ETF shares in Q1 2026, an estimated $78.9K.
  • Schwab US REIT ETF made up 0.09% of Rockbridge Investment Management's portfolio in Q1 2026, its #67 holding.
  • Rockbridge Investment Management first reported a position in Schwab US REIT ETF in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's Schwab US REIT ETF position peaked at $4.66M in Q4 2021.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.