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Strategic Financial Planning’s Schwab US REIT ETF SCHH Stock Holding History

Strategic Financial Planning’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 		$11.8M Buy
+499,423
New +$11.6M 6.17% 7
2026
Q1 		– Sell
-483,962
Closed -$10.1M – 47
2025
Q4 		$10.1M Buy
483,962
+24,511
+5% +$520K 5.75% 6
2025
Q3 		$9.91M Buy
459,451
+4,892
+1% +$104K 5.74% 6
2025
Q2 		$9.62M Buy
454,559
+12,743
+3% +$267K 5.99% 6
2025
Q1 		$9.5M Buy
441,816
+7,295
+2% +$156K 6.55% 5
2024
Q4 		$9.16M Buy
434,521
+3,488
+0.8% +$78K 6.24% 5
2024
Q3 		$9.99M Buy
431,033
+26,800
+7% +$586K 6.6% 5
2024
Q2 		$8.07M Buy
404,233
+12,492
+3% +$244K 5.82% 6
2024
Q1 		$7.95M Buy
391,741
+16,916
+5% +$339K 5.95% 5
2023
Q4 		$7.76M Buy
374,825
+21,581
+6% +$401K 6.07% 5
2023
Q3 		$6.27M Buy
353,244
+14,795
+4% +$285K 5.77% 6
2023
Q2 		$6.61M Buy
338,449
+21,178
+7% +$406K 5.85% 6
2023
Q1 		$6.19M Buy
317,271
+11,155
+4% +$223K 5.65% 6
2022
Q4 		$5.9M Sell
306,116
-23,219
-7% -$447K 5.72% 5
2022
Q3 		$6.16M Buy
329,335
+16,988
+5% +$368K 6.41% 4
2022
Q2 		$6.59M Sell
312,347
-2,285
-0.7% -$52.6K 6.34% 5
2022
Q1 		$7.83M Sell
314,632
-41,874
-12% -$1.01M 6.51% 4
2021
Q4 		$9.39M Sell
356,506
-15,112
-4% -$372K 6.75% 5
2021
Q3 		$8.49M Sell
371,618
-3,776
-1% -$90K 6.21% 5
2021
Q2 		$8.6M Sell
375,394
-15,840
-4% -$352K 6.2% 5
2021
Q1 		$8.04M Buy
391,234
+65,510
+20% +$1.28M 5.99% 5
2020
Q4 		$6.18M Buy
325,724
+28,830
+10% +$533K 5.42% 6
2020
Q3 		$5.25M Buy
296,894
+35,352
+14% +$636K 5.46% 6
2020
Q2 		$4.61M Sell
261,542
-27,452
-9% -$477K 5.13% 7
2020
Q1 		$4.73M Sell
288,994
-28,850
-9% -$616K 6.27% 6
2019
Q4 		$7.3M Buy
+317,844
New +$7.41M 7.1% 5

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 22.96% 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

Strategic Financial Planning's SCHH Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 499,423 shares worth $11.8M. The stake represents 6.17% of the portfolio and ranks #7 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in SCHH as recently as Q4 2025.

Strategic Financial Planning first reported a position in SCHH in Q4 2019 and has held it in 26 quarters since. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Strategic Financial Planning held 499,423 shares of Schwab US REIT ETF worth $11.8M as of Q2 2026.
  • Schwab US REIT ETF was a new Strategic Financial Planning position in Q2 2026.
  • Schwab US REIT ETF made up 6.17% of Strategic Financial Planning's portfolio in Q2 2026, its #7 holding.
  • Strategic Financial Planning first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 26 quarters since.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.