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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
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

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

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

Frisco Financial Planning increased its Schwab US REIT ETF (SCHH) stake by 4.8% in Q2 2026, buying an estimated $246K and bringing the position to 232,260 shares worth $5.5M. The position accounts for 4.14% of the portfolio, ranked #11.

Frisco Financial Planning first reported a position in SCHH in Q4 2024 and has held it in 7 quarters since. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Frisco Financial Planning held 232,260 shares of Schwab US REIT ETF worth $5.5M as of Q2 2026.
  • Frisco Financial Planning bought 10,570 Schwab US REIT ETF shares in Q2 2026, an estimated $246K.
  • Schwab US REIT ETF made up 4.14% of Frisco Financial Planning's portfolio in Q2 2026, its #11 holding.
  • Frisco Financial Planning first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Frisco Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.