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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
Q2 		$1.86M Sell
78,649
-8,400
-10% -$196K 0.16% 90
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

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 22.96% 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

Cascade Financial Partners's SCHH Position: Q2 2026 in Review

Cascade Financial Partners reduced its Schwab US REIT ETF (SCHH) stake by 9.6% in Q2 2026, selling an estimated $196K and leaving 78,649 shares worth $1.86M. The position accounts for 0.16% of the portfolio, ranked #90.

Cascade Financial Partners first reported a position in SCHH in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.87M in Q3 2024. 596 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Cascade Financial Partners held 78,649 shares of Schwab US REIT ETF worth $1.86M as of Q2 2026.
  • Cascade Financial Partners sold 8,400 Schwab US REIT ETF shares in Q2 2026, an estimated $196K.
  • Schwab US REIT ETF made up 0.16% of Cascade Financial Partners's portfolio in Q2 2026, its #90 holding.
  • Cascade Financial Partners first reported a position in Schwab US REIT ETF in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's Schwab US REIT ETF position peaked at $2.87M in Q3 2024.
  • 596 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.