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

Cypress 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
2026 Q3	$268K	Sell	12,176 -74	-0.6%	-$1.76K	0.07%	84
2026 Q2	$290K	Sell	12,250 -211	-2%	-$4.92K	0.07%	87
2026 Q1	$268K	Buy	12,461 +482	+4%	+$10.6K	0.07%	86
2025 Q4	$252K	Sell	11,979 -1,475	-11%	-$31.3K	0.07%	96
2025 Q3	$290K	Buy	13,454 +640	+5%	+$13.7K	0.09%	73
2025 Q2	$271K	Buy	12,814 +807	+7%	+$16.9K	0.09%	73
2025 Q1	$258K	Buy	12,007 +477	+4%	+$10.2K	0.09%	73
2024 Q4	$243K	Buy	11,530 +1,118	+11%	+$25K	0.09%	71
2024 Q3	$241K	Buy	+10,412	New	+$228K	0.09%	67

Other funds holding SCHH

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

FFP

Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Cypress Financial Planning's SCHH Position: Q3 2026 in Review

Cypress Financial Planning reduced its Schwab US REIT ETF (SCHH) stake by 0.6% in Q3 2026, selling an estimated $1.76K and leaving 12,176 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #84.

Cypress Financial Planning first reported a position in SCHH in Q3 2024 and has held it in 9 quarters since. The position peaked at $290K in Q3 2025. 32 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

Cypress Financial Planning held 12,176 shares of Schwab US REIT ETF worth $268K as of Q3 2026.
Cypress Financial Planning sold 74 Schwab US REIT ETF shares in Q3 2026, an estimated $1.76K.
Schwab US REIT ETF made up 0.07% of Cypress Financial Planning's portfolio in Q3 2026, its #84 holding.
Cypress Financial Planning first reported a position in Schwab US REIT ETF in Q3 2024 and has held it in 9 quarters since.
Cypress Financial Planning's Schwab US REIT ETF position peaked at $290K in Q3 2025.
32 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.