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LifePlan Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

LifePlan Investment 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 		$3.53M Sell
149,269
-1,300
-0.9% -$30.3K 1.22% 30
2026
Q1 		$3.24M Sell
150,569
-1,694
-1% -$37.1K 1.27% 32
2025
Q4 		$3.18M Buy
152,263
+4,362
+3% +$92.5K 1.3% 35
2025
Q3 		$3.19M Buy
147,901
+15,305
+12% +$326K 1.34% 34
2025
Q2 		$2.81M Buy
132,596
+342
+0.3% +$7.17K 1.39% 33
2025
Q1 		$2.84M Buy
132,254
+3,626
+3% +$77.5K 1.64% 26
2024
Q4 		$2.71M Sell
128,628
-2,658
-2% -$59.4K 1.68% 23
2024
Q3 		$3.04M Sell
131,286
-2,667
-2% -$58.4K 1.94% 23
2024
Q2 		$2.68M Buy
133,953
+5,692
+4% +$111K 1.93% 22
2024
Q1 		$2.6M Sell
128,261
-12
-0% -$241 2.07% 21
2023
Q4 		$2.66M Buy
128,273
+3,406
+3% +$63.3K 2.43% 15
2023
Q3 		$2.22M Buy
124,867
+6,977
+6% +$134K 2.36% 18
2023
Q2 		$2.3M Buy
+117,890
New +$2.26M 2.57% 17

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

LifePlan Investment Advisors's SCHH Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its Schwab US REIT ETF (SCHH) stake by 0.86% in Q2 2026, selling an estimated $30.3K and leaving 149,269 shares worth $3.53M. The position accounts for 1.22% of the portfolio, ranked #30.

LifePlan Investment Advisors first reported a position in SCHH in Q2 2023 and has held it in 13 quarters since. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • LifePlan Investment Advisors held 149,269 shares of Schwab US REIT ETF worth $3.53M as of Q2 2026.
  • LifePlan Investment Advisors sold 1,300 Schwab US REIT ETF shares in Q2 2026, an estimated $30.3K.
  • Schwab US REIT ETF made up 1.22% of LifePlan Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • LifePlan Investment Advisors first reported a position in Schwab US REIT ETF in Q2 2023 and has held it in 13 quarters since.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.