Creative Planning
SCHH icon

Creative Planning’s Schwab US REIT ETF SCHH Stock Holding History

Creative 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
2023
Q1 		– Sell
-1,900
Closed -$8 – 2761
2022
Q4 		$8 Buy
+1,900
New +$36.6K ﹤0.01% 2484

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
Two Sigma Investments
Two Sigma Investments New York $124B 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 $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's SCHH Position: Q1 2026 in Review

Creative Planning reduced its Schwab US REIT ETF (SCHH) stake by 3.5% in Q1 2026, selling an estimated $16.4M and leaving 20,357,903 shares worth $437M. The position accounts for 0.3% of the portfolio, ranked #45.

Creative Planning first reported a position in SCHH in Q2 2013 and has held it in 52 quarters since. The position peaked at $727M in Q4 2017. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Creative Planning held 20,357,903 shares of Schwab US REIT ETF worth $437M as of Q1 2026.
  • Creative Planning sold 747,217 Schwab US REIT ETF shares in Q1 2026, an estimated $16.4M.
  • Schwab US REIT ETF made up 0.3% of Creative Planning's portfolio in Q1 2026, its #45 holding.
  • Creative Planning first reported a position in Schwab US REIT ETF in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Schwab US REIT ETF position peaked at $727M in Q4 2017.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.