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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Center for Financial Planning's SCHH Position: Q2 2025 in Review

Center for Financial Planning sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 19 shares — an estimated $409 sold.

Center for Financial Planning first reported a position in SCHH in Q1 2021 and held it in 11 quarters. The position peaked at $16K in Q4 2021. 518 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

Center for Financial Planning reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 19 Schwab US REIT ETF shares in Q2 2025, an estimated $409.
Center for Financial Planning first reported a position in Schwab US REIT ETF in Q1 2021 and held it in 11 quarters.
Center for Financial Planning's Schwab US REIT ETF position peaked at $16K in Q4 2021.
518 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.