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Estate Planners Group’s Schwab US REIT ETF SCHH Stock Holding History

Estate Planners Group’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
Q1 		– Sell
-106
Closed -$2.21K – 351
2025
Q4 		$2.21K Buy
+106
New +$2.25K ﹤0.01% 402

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Estate Planners Group's SCHH Position: Q1 2026 in Review

Estate Planners Group sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 106 shares — an estimated $2.21K sold.

Estate Planners Group first reported a position in SCHH in Q4 2025 and held it in 1 quarter. The position peaked at $2.21K in Q4 2025. 567 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Estate Planners Group reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 106 Schwab US REIT ETF shares in Q1 2026, an estimated $2.21K.
  • Estate Planners Group first reported a position in Schwab US REIT ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Schwab US REIT ETF position peaked at $2.21K in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.