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

Elser 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 		$339K Sell
14,316
-785
-5% -$18.3K 0.01% 96
2026
Q1 		$327K Sell
15,101
-1,008
-6% -$22.1K 0.02% 98
2025
Q4 		$337K Sell
16,109
-2,659
-14% -$56.4K 0.24% 52
2025
Q3 		$403K Sell
18,768
-3,960
-17% -$84.5K 0.49% 39
2025
Q2 		$481K Sell
22,728
-365
-2% -$7.65K 0.6% 34
2025
Q1 		$497K Sell
23,093
-60
-0.3% -$1.28K 0.69% 30
2024
Q4 		$488K Hold
23,153
– – 0.03% 58
2024
Q3 		$536K Buy
23,153
+372
+2% +$8.14K 0.78% 24
2024
Q2 		$455K Buy
+22,781
New +$444K 0.08% 56

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

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

Elser Financial Planning reduced its Schwab US REIT ETF (SCHH) stake by 5.2% in Q2 2026, selling an estimated $18.3K and leaving 14,316 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #96.

Elser Financial Planning first reported a position in SCHH in Q2 2024 and has held it in 9 quarters since. The position peaked at $536K in Q3 2024. 589 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Elser Financial Planning held 14,316 shares of Schwab US REIT ETF worth $339K as of Q2 2026.
  • Elser Financial Planning sold 785 Schwab US REIT ETF shares in Q2 2026, an estimated $18.3K.
  • Schwab US REIT ETF made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #96 holding.
  • Elser Financial Planning first reported a position in Schwab US REIT ETF in Q2 2024 and has held it in 9 quarters since.
  • Elser Financial Planning's Schwab US REIT ETF position peaked at $536K in Q3 2024.
  • 589 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.