SFPM
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Sensible Financial Planning & Management’s Schwab US REIT ETF SCHH Stock Holding History

Sensible Financial Planning & 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
2025
Q3 		$6.95M Sell
322,193
-11,708
-4% -$250K 1.26% 16
2025
Q2 		$7.07M Sell
333,901
-21,654
-6% -$454K 1.34% 16
2025
Q1 		$7.65M Buy
355,555
+7,943
+2% +$170K 1.53% 15
2024
Q4 		$7.32M Sell
347,612
-4,083
-1% -$91.3K 1.52% 15
2024
Q3 		$8.15M Buy
351,695
+4,555
+1% +$99.7K 1.61% 15
2024
Q2 		$6.93M Buy
347,140
+16,046
+5% +$313K 1.5% 15
2024
Q1 		$6.72M Buy
331,094
+11,728
+4% +$235K 1.49% 15
2023
Q4 		$6.61M Buy
319,366
+23,387
+8% +$435K 1.55% 15
2023
Q3 		$5.25M Buy
295,979
+15,645
+6% +$301K 1.32% 13
2023
Q2 		$5.47M Buy
280,334
+20,049
+8% +$384K 1.29% 13
2023
Q1 		$5.08M Buy
260,285
+8,205
+3% +$164K 1.2% 14
2022
Q4 		$4.86M Buy
252,080
+12,624
+5% +$243K 1.21% 14
2022
Q3 		$4.47M Buy
239,456
+13,227
+6% +$286K 1.15% 13
2022
Q2 		$4.77M Buy
226,229
+5,420
+2% +$125K 1.2% 13
2022
Q1 		$5.5M Sell
220,809
-1,013
-0.5% -$24.4K 1.47% 14
2021
Q4 		$5.84M Buy
221,822
+12,186
+6% +$300K 1.66% 13
2021
Q3 		$4.79M Buy
209,636
+17,322
+9% +$413K 1.56% 14
2021
Q2 		$4.4M Buy
192,314
+9,812
+5% +$218K 1.49% 15
2021
Q1 		$3.75M Buy
182,502
+10,784
+6% +$211K 1.38% 15
2020
Q4 		$3.26M Buy
171,718
+4,116
+2% +$76.1K 1.22% 18
2020
Q3 		$2.96M Buy
167,602
+554
+0.3% +$9.97K 1.21% 17
2020
Q2 		$2.94M Sell
167,048
-3,594
-2% -$62.4K 1.26% 15
2020
Q1 		$2.79M Buy
170,642
+62,434
+58% +$1.33M 1.33% 14
2019
Q4 		$2.49M Buy
108,208
+13,662
+14% +$318K 1.05% 16
2019
Q3 		$2.23M Buy
94,546
+6,336
+7% +$145K 0.96% 17
2019
Q2 		$1.96M Sell
88,210
-3,318
-4% -$74K 0.84% 16
2019
Q1 		$2.03M Buy
91,528
+4,112
+5% +$87.3K 0.92% 15
2018
Q4 		$1.68M Buy
87,416
+10,084
+13% +$206K 0.82% 17
2018
Q3 		$1.61M Buy
77,332
+8,188
+12% +$173K 0.75% 16
2018
Q2 		$1.44M Buy
69,144
+12,312
+22% +$244K 0.68% 17
2018
Q1 		$1.09M Buy
56,832
+16,622
+41% +$320K 0.52% 17
2017
Q4 		$837K Buy
40,210
+15,252
+61% +$317K 0.43% 18
2017
Q3 		$513K Buy
24,958
+9,946
+66% +$205K 0.28% 19
2017
Q2 		$309K Buy
+15,012
New +$309K 0.19% 21
2016
Q4 		– Sell
-2,534
Closed -$54K – 58
2016
Q3 		$54K Hold
2,534
– – 0.04% 37
2016
Q2 		$55K Hold
2,534
– – 0.04% 40
2016
Q1 		$52K Sell
2,534
-1,816
-42% -$34.9K 0.04% 39
2015
Q4 		$86K Hold
4,350
– – 0.07% 38
2015
Q3 		$81K Buy
+4,350
New +$81.6K 0.06% 40

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Sensible Financial Planning & Management's SCHH Position: Q3 2025 in Review

Sensible Financial Planning & Management reduced its Schwab US REIT ETF (SCHH) stake by 3.5% in Q3 2025, selling an estimated $250K and leaving 322,193 shares worth $6.95M. The position accounts for 1.26% of the portfolio, ranked #16.

Sensible Financial Planning & Management first reported a position in SCHH in Q3 2015 and has held it in 39 quarters since. The position peaked at $8.15M in Q3 2024. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Sensible Financial Planning & Management held 322,193 shares of Schwab US REIT ETF worth $6.95M as of Q3 2025.
  • Sensible Financial Planning & Management sold 11,708 Schwab US REIT ETF shares in Q3 2025, an estimated $250K.
  • Schwab US REIT ETF made up 1.26% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #16 holding.
  • Sensible Financial Planning & Management first reported a position in Schwab US REIT ETF in Q3 2015 and has held it in 39 quarters since.
  • Sensible Financial Planning & Management's Schwab US REIT ETF position peaked at $8.15M in Q3 2024.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.