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LifeSteps Financial’s Schwab US REIT ETF SCHH Stock Holding History

LifeSteps Financial’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 		$70.2K Buy
+2,965
New +$69.1K 0.03% 183
2024
Q2 		– Sell
-3,593
Closed -$72.9K – 341
2024
Q1 		$72.9K Buy
+3,593
New +$72K 0.06% 126
2023
Q1 		– Sell
-11,152
Closed -$215K – 72
2022
Q4 		$215K Sell
11,152
-10,054
-47% -$193K 0.22% 65
2022
Q3 		$396K Sell
21,206
-1,052
-5% -$22.8K 0.45% 47
2022
Q2 		$469K Sell
22,258
-404
-2% -$9.3K 0.49% 41
2022
Q1 		$564K Sell
22,662
-78
-0.3% -$1.88K 0.42% 42
2021
Q4 		$599K Sell
22,740
-136
-0.6% -$3.35K 0.42% 38
2021
Q3 		$523K Sell
22,876
-1,146
-5% -$27.3K 0.4% 43
2021
Q2 		$550K Sell
24,022
-864
-3% -$19.2K 0.42% 42
2021
Q1 		$511K Sell
24,886
-444
-2% -$8.68K 0.43% 43
2020
Q4 		$481K Sell
25,330
-2,294
-8% -$42.4K 0.44% 40
2020
Q3 		$489K Sell
27,624
-102
-0.4% -$1.83K 0.52% 37
2020
Q2 		$488K Sell
27,726
-952
-3% -$16.5K 0.56% 36
2020
Q1 		$469K Buy
28,678
+210
+0.7% +$4.48K 0.54% 41
2019
Q4 		$654K Buy
+28,468
New +$663K 0.62% 38

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

LifeSteps Financial's SCHH Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 2,965 shares worth $70.2K. The stake represents 0.03% of the portfolio and ranks #183 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in SCHH as recently as Q1 2024.

LifeSteps Financial first reported a position in SCHH in Q4 2019 and has held it in 15 quarters since. The position peaked at $654K in Q4 2019. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • LifeSteps Financial held 2,965 shares of Schwab US REIT ETF worth $70.2K as of Q2 2026.
  • Schwab US REIT ETF was a new LifeSteps Financial position in Q2 2026.
  • Schwab US REIT ETF made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #183 holding.
  • LifeSteps Financial first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 15 quarters since.
  • LifeSteps Financial's Schwab US REIT ETF position peaked at $654K in Q4 2019.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.