CFP
SCHH icon

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
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

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Cypress Financial Planning's SCHH Position: Q2 2026 in Review

Cypress Financial Planning reduced its Schwab US REIT ETF (SCHH) stake by 1.7% in Q2 2026, selling an estimated $4.92K and leaving 12,250 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #87.

Cypress Financial Planning first reported a position in SCHH in Q3 2024 and has held it in 8 quarters since. The position peaked at $290K in Q3 2025. 187 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Cypress Financial Planning held 12,250 shares of Schwab US REIT ETF worth $290K as of Q2 2026.
  • Cypress Financial Planning sold 211 Schwab US REIT ETF shares in Q2 2026, an estimated $4.92K.
  • Schwab US REIT ETF made up 0.07% of Cypress Financial Planning's portfolio in Q2 2026, its #87 holding.
  • Cypress Financial Planning first reported a position in Schwab US REIT ETF in Q3 2024 and has held it in 8 quarters since.
  • Cypress Financial Planning's Schwab US REIT ETF position peaked at $290K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.