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Game Plan Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Game Plan Financial Advisors’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 		$1.16K Hold
49
– – ﹤0.01% 343
2026
Q1 		$1.05K Buy
49
+15
+44% +$329 ﹤0.01% 281
2025
Q4 		$710 Buy
34
+5
+17% +$106 ﹤0.01% 296
2025
Q3 		$626 Buy
29
+25
+625% +$533 ﹤0.01% 306
2025
Q2 		$85 Hold
4
– – ﹤0.01% 340
2025
Q1 		$86 Hold
4
– – ﹤0.01% 346
2024
Q4 		$84 Hold
4
– – ﹤0.01% 360
2024
Q3 		$93 Sell
4
-604
-99% -$13.2K ﹤0.01% 371
2024
Q2 		$12.1K Hold
608
– – 0.01% 233
2024
Q1 		$12.3K Hold
608
– – 0.01% 250
2023
Q4 		$12.6K Buy
+608
New +$11.3K 0.01% 234
2021
Q2 		– Sell
-32,196
Closed -$666K – 108
2021
Q1 		$666K Buy
+32,196
New +$630K 0.43% 60

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

Game Plan Financial Advisors's SCHH Position: Q2 2026 in Review

Game Plan Financial Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 49 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Game Plan Financial Advisors first reported a position in SCHH in Q1 2021 and has held it in 12 quarters since. The position peaked at $666K in Q1 2021. 593 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Game Plan Financial Advisors held 49 shares of Schwab US REIT ETF worth $1.16K as of Q2 2026.
  • Game Plan Financial Advisors left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #343 holding.
  • Game Plan Financial Advisors first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 12 quarters since.
  • Game Plan Financial Advisors's Schwab US REIT ETF position peaked at $666K in Q1 2021.
  • 593 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.