PFM
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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 $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return