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Decker Retirement Planning’s Schwab US REIT ETF SCHH Stock Holding History

Decker Retirement 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
Q4 		– Sell
-105
Closed -$2.27K – 258
2025
Q3 		$2.27K Buy
+105
New +$2.24K ﹤0.01% 195

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Decker Retirement Planning's SCHH Position: Q4 2025 in Review

Decker Retirement Planning sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 105 shares — an estimated $2.27K sold.

Decker Retirement Planning first reported a position in SCHH in Q3 2025 and held it in 1 quarter. The position peaked at $2.27K in Q3 2025. 556 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Decker Retirement Planning reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 105 Schwab US REIT ETF shares in Q4 2025, an estimated $2.27K.
  • Decker Retirement Planning first reported a position in Schwab US REIT ETF in Q3 2025 and held it in 1 quarter.
  • Decker Retirement Planning's Schwab US REIT ETF position peaked at $2.27K in Q3 2025.
  • 556 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Decker Retirement Planning's 13F filing for Q4 2025, filed 26 Jan 2026.