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

Frisco 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 		$5.14M Buy
233,012
+752
+0.3% +$17.9K 4% 11
2026
Q2 		$5.5M Buy
232,260
+10,570
+5% +$246K 4.14% 11
2026
Q1 		$4.76M Buy
221,690
+8,045
+4% +$176K 3.93% 11
2025
Q4 		$4.46M Buy
213,645
+13,554
+7% +$287K 3.73% 11
2025
Q3 		$4.32M Buy
200,091
+14,658
+8% +$313K 3.68% 11
2025
Q2 		$3.92M Buy
185,433
+2,768
+2% +$58K 3.57% 9
2025
Q1 		$3.93M Buy
182,665
+6,035
+3% +$129K 3.81% 9
2024
Q4 		$3.72M Buy
+176,630
New +$3.95M 3.68% 9

Other funds holding SCHH

FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

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

Frisco Financial Planning increased its Schwab US REIT ETF (SCHH) stake by 0.32% in Q3 2026, buying an estimated $17.9K and bringing the position to 233,012 shares worth $5.14M. The position accounts for 4% of the portfolio, ranked #11.

Frisco Financial Planning first reported a position in SCHH in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.5M in Q2 2026. 7 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • Frisco Financial Planning held 233,012 shares of Schwab US REIT ETF worth $5.14M as of Q3 2026.
  • Frisco Financial Planning bought 752 Schwab US REIT ETF shares in Q3 2026, an estimated $17.9K.
  • Schwab US REIT ETF made up 4% of Frisco Financial Planning's portfolio in Q3 2026, its #11 holding.
  • Frisco Financial Planning first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 8 quarters since.
  • Frisco Financial Planning's Schwab US REIT ETF position peaked at $5.5M in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.