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Creative Financial Designs’s Schwab US REIT ETF SCHH Stock Holding History

Creative Financial Designs’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 		$453K Buy
19,117
+831
+5% +$19.4K 0.02% 426
2026
Q1 		$393K Buy
18,286
+577
+3% +$12.6K 0.02% 383
2025
Q4 		$370K Buy
17,709
+859
+5% +$18.2K 0.02% 368
2025
Q3 		$363K Buy
16,850
+1,779
+12% +$37.9K 0.02% 371
2025
Q2 		$319K Buy
15,071
+1,697
+13% +$35.6K 0.02% 392
2025
Q1 		$288K Sell
13,374
-394
-3% -$8.42K 0.02% 372
2024
Q4 		$290K Sell
13,768
-834
-6% -$18.6K 0.02% 371
2024
Q3 		$338K Buy
14,602
+602
+4% +$13.2K 0.03% 345
2024
Q2 		$280K Buy
14,000
+695
+5% +$13.6K 0.02% 368
2024
Q1 		$270K Buy
13,305
+805
+6% +$16.1K 0.03% 357
2023
Q4 		$259K Buy
12,500
+176
+1% +$3.27K 0.03% 338
2023
Q3 		$219K Buy
12,324
+2,561
+26% +$49.3K 0.03% 317
2023
Q2 		$191K Buy
9,763
+4,888
+100% +$93.7K 0.02% 347
2023
Q1 		$95.1K Buy
4,875
+930
+24% +$18.6K 0.01% 471
2022
Q4 		$76.1K Buy
3,945
+1,559
+65% +$30K 0.01% 500
2022
Q3 		$45K Buy
2,386
+44
+2% +$952 0.01% 576
2022
Q2 		$49K Buy
2,342
+862
+58% +$19.8K 0.01% 553
2022
Q1 		$37K Buy
1,480
+406
+38% +$9.8K 0.01% 622
2021
Q4 		$28K Buy
+1,074
New +$26.5K ﹤0.01% 693
2019
Q1 		– Sell
-106
Closed -$2K – 634
2018
Q4 		$2K Hold
106
– – ﹤0.01% 526
2018
Q3 		$2K Hold
106
– – ﹤0.01% 655
2018
Q2 		$2K Hold
106
– – ﹤0.01% 665
2018
Q1 		$2K Sell
106
-400
-79% -$7.71K ﹤0.01% 619
2017
Q4 		$11K Sell
506
-762
-60% -$15.8K 0.01% 396
2017
Q3 		$26K Sell
1,268
-972
-43% -$20K 0.01% 300
2017
Q2 		$46K Sell
2,240
-1,330
-37% -$27.3K 0.03% 240
2017
Q1 		$73K Sell
3,570
-56,260
-94% -$1.15M 0.05% 197
2016
Q4 		$1.23M Buy
+59,830
New +$1.2M 1% 26

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

Creative Financial Designs's SCHH Position: Q2 2026 in Review

Creative Financial Designs increased its Schwab US REIT ETF (SCHH) stake by 4.5% in Q2 2026, buying an estimated $19.4K and bringing the position to 19,117 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #426.

Creative Financial Designs first reported a position in SCHH in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.23M in Q4 2016. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Creative Financial Designs held 19,117 shares of Schwab US REIT ETF worth $453K as of Q2 2026.
  • Creative Financial Designs bought 831 Schwab US REIT ETF shares in Q2 2026, an estimated $19.4K.
  • Schwab US REIT ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #426 holding.
  • Creative Financial Designs first reported a position in Schwab US REIT ETF in Q4 2016 and has held it in 28 quarters since.
  • Creative Financial Designs's Schwab US REIT ETF position peaked at $1.23M in Q4 2016.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.