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Phillips Financial Management’s Schwab US REIT ETF SCHH Stock Holding History

Phillips Financial Management’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
Q1 		– Sell
-286
Closed -$5.97K – 308
2025
Q4 		$5.97K Buy
+286
New +$6.06K ﹤0.01% 296
2019
Q1 		– Sell
-22,158
Closed -$427K – 80
2018
Q4 		$427K Hold
22,158
– – 0.09% 74
2018
Q3 		$458K Sell
22,158
-286
-1% -$6.04K 0.09% 66
2018
Q2 		$465K Sell
22,444
-44
-0.2% -$871 0.1% 65
2018
Q1 		$429K Sell
22,488
-156
-0.7% -$3.01K 0.09% 67
2017
Q4 		$460K Buy
22,644
+1,254
+6% +$26.1K 0.1% 64
2017
Q3 		$440K Buy
21,390
+1,074
+5% +$22.1K 0.1% 67
2017
Q2 		$420K Buy
+20,316
New +$418K 0.1% 65

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Phillips Financial Management's SCHH Position: Q1 2026 in Review

Phillips Financial Management sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 286 shares — an estimated $5.97K sold.

Phillips Financial Management first reported a position in SCHH in Q2 2017 and held it in 8 quarters. The position peaked at $465K in Q2 2018. 570 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Phillips Financial Management reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Phillips Financial Management sold 286 Schwab US REIT ETF shares in Q1 2026, an estimated $5.97K.
  • Phillips Financial Management first reported a position in Schwab US REIT ETF in Q2 2017 and held it in 8 quarters.
  • Phillips Financial Management's Schwab US REIT ETF position peaked at $465K in Q2 2018.
  • 570 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.