CFP
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Cascade Financial Partners’s Schwab US REIT ETF SCHH Stock Holding History

Cascade Financial Partners’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 		$1.87M Sell
87,049
-598
-0.7% -$13.1K 0.19% 85
2025
Q4 		$1.83M Sell
87,647
-5,504
-6% -$117K 0.19% 84
2025
Q3 		$2.01M Sell
93,151
-18
-0% -$384 0.23% 80
2025
Q2 		$1.97M Sell
93,169
-1,883
-2% -$39.5K 0.24% 81
2025
Q1 		$2.04M Sell
95,052
-34,127
-26% -$729K 0.26% 71
2024
Q4 		$2.72M Buy
129,179
+3,121
+2% +$69.8K 0.35% 54
2024
Q3 		$2.87M Sell
126,058
-6,392
-5% -$140K 0.36% 51
2024
Q2 		$2.65M Sell
132,450
-12,852
-9% -$251K 0.35% 53
2024
Q1 		$2.8M Buy
+145,302
New +$2.91M 0.4% 47

Other funds holding SCHH

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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 $121B 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 $70.5B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return