Prepared Retirement Institute’s Schwab US REIT ETF SCHH Stock Holding History

Prepared Retirement Institute’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	$347K	Buy	+14,664	New	+$342K	0.15%	68

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Prepared Retirement Institute's SCHH Position: Q2 2026 in Review

Prepared Retirement Institute opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 14,664 shares worth $347K. The stake represents 0.15% of the portfolio and ranks #68 among its holdings.

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

Prepared Retirement Institute held 14,664 shares of Schwab US REIT ETF worth $347K as of Q2 2026.
Schwab US REIT ETF was a new Prepared Retirement Institute position in Q2 2026.
Schwab US REIT ETF made up 0.15% of Prepared Retirement Institute's portfolio in Q2 2026, its #68 holding.
589 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.