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Three Bearings Fiduciary Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Three Bearings Fiduciary Advisors’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 		$104K Sell
4,406
-24
-0.5% -$560 0.09% 61
2026
Q1 		$95.2K Sell
4,430
-39
-0.9% -$855 0.09% 61
2025
Q4 		$95.7K Buy
+4,469
New +$94.8K 0.09% 64

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

Three Bearings Fiduciary Advisors's SCHH Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its Schwab US REIT ETF (SCHH) stake by 0.54% in Q2 2026, selling an estimated $560 and leaving 4,406 shares worth $104K. The position accounts for 0.09% of the portfolio, ranked #61.

Three Bearings Fiduciary Advisors first reported a position in SCHH in Q4 2025 and has held it in 3 quarters since. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 4,406 shares of Schwab US REIT ETF worth $104K as of Q2 2026.
  • Three Bearings Fiduciary Advisors sold 24 Schwab US REIT ETF shares in Q2 2026, an estimated $560.
  • Schwab US REIT ETF made up 0.09% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #61 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Schwab US REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.