CFFP
SCHH icon

Center for Financial Planning’s Schwab US REIT ETF SCHH Stock Holding History

Center for Financial Planning’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
2025
Q2 		– Sell
-19
Closed -$409 – 705
2025
Q1 		$409 Buy
+19
New +$406 ﹤0.01% 671
2023
Q3 		– Sell
-4
Closed -$79 – 566
2023
Q2 		$79 Hold
4
– – ﹤0.01% 564
2023
Q1 		$78 Sell
4
-610
-99% -$12.2K ﹤0.01% 528
2022
Q4 		$11.8K Hold
614
– – ﹤0.01% 342
2022
Q3 		$11K Hold
614
– – ﹤0.01% 352
2022
Q2 		$13K Hold
614
– – ﹤0.01% 338
2022
Q1 		$15K Buy
614
+4
+0.7% +$97 ﹤0.01% 339
2021
Q4 		$16K Hold
610
– – ﹤0.01% 335
2021
Q3 		$14K Hold
610
– – ﹤0.01% 331
2021
Q2 		$14K Hold
610
– – ﹤0.01% 339
2021
Q1 		$13K Buy
+610
New +$11.9K ﹤0.01% 355

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return