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Plan A Wealth’s Schwab US REIT ETF SCHH Stock Holding History

Plan A Wealth’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 		$220K Buy
+9,310
New +$217K 0.09% 170

Other funds holding SCHH

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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Plan A Wealth's SCHH Position: Q2 2026 in Review

Plan A Wealth opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 9,310 shares worth $220K. The stake represents 0.09% of the portfolio and ranks #170 among its holdings.

478 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Plan A Wealth held 9,310 shares of Schwab US REIT ETF worth $220K as of Q2 2026.
  • Schwab US REIT ETF was a new Plan A Wealth position in Q2 2026.
  • Schwab US REIT ETF made up 0.09% of Plan A Wealth's portfolio in Q2 2026, its #170 holding.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.