PMFA
SCHH icon

Plante Moran Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Plante Moran Financial 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 		– Sell
-2,765
Closed -$59.4K – 1637
2026
Q1 		$59.4K Hold
2,765
– – ﹤0.01% 291
2025
Q4 		$57.8K Buy
+2,765
New +$58.6K ﹤0.01% 304
2025
Q2 		– Sell
-86
Closed -$1.85K – 843
2025
Q1 		$1.85K Hold
86
– – ﹤0.01% 696
2024
Q4 		$1.81K Buy
+86
New +$1.92K ﹤0.01% 791
2024
Q2 		– Sell
-551
Closed -$10.7K – 865
2024
Q1 		$11.2K Buy
551
+332
+152% +$6.66K ﹤0.01% 592
2023
Q4 		$4.54K Buy
+219
New +$4.07K ﹤0.01% 650
2023
Q1 		– Sell
-1,120
Closed -$21.6K – 890
2022
Q4 		$21.6K Buy
1,120
+1,017
+987% +$19.6K ﹤0.01% 443
2022
Q3 		$2K Buy
+103
New +$2.23K ﹤0.01% 795
2022
Q2 		– Sell
-404
Closed -$10K – 1044
2022
Q1 		$10K Buy
+404
New +$9.75K ﹤0.01% 606
2020
Q1 		– Sell
-232
Closed -$5K – 821
2019
Q4 		$5K Buy
+232
New +$5.41K ﹤0.01% 620
2019
Q2 		– Sell
-924
Closed -$21K – 834
2019
Q1 		$21K Buy
924
+876
+1,825% +$18.6K 0.01% 462
2018
Q4 		$1K Sell
48
-334
-87% -$6.82K ﹤0.01% 829
2018
Q3 		$8K Sell
382
-344
-47% -$7.27K ﹤0.01% 531
2018
Q2 		$15K Buy
+726
New +$14.4K 0.01% 505
2018
Q1 		– Sell
-1,238
Closed -$26K – 1003
2017
Q4 		$26K Buy
+1,238
New +$25.7K 0.01% 464

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 22.9% 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

Plante Moran Financial Advisors's SCHH Position: Q2 2026 in Review

Plante Moran Financial Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 2,765 shares — an estimated $59.4K sold.

Plante Moran Financial Advisors first reported a position in SCHH in Q4 2017 and held it in 15 quarters. The position peaked at $59.4K in Q1 2026. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Plante Moran Financial Advisors reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,765 Schwab US REIT ETF shares in Q2 2026, an estimated $59.4K.
  • Plante Moran Financial Advisors first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 15 quarters.
  • Plante Moran Financial Advisors's Schwab US REIT ETF position peaked at $59.4K in Q1 2026.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.