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Tempus Wealth Planning’s Schwab US REIT ETF SCHH Stock Holding History

Tempus Wealth 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 		$1.73M Buy
72,954
+2,603
+4% +$60.7K 0.34% 81
2026
Q1 		$1.51M Sell
70,351
-702
-1% -$15.4K 0.35% 79
2025
Q4 		$1.48M Buy
71,053
+1,954
+3% +$41.4K 0.34% 80
2025
Q3 		$1.49M Buy
69,099
+4,357
+7% +$92.9K 0.34% 80
2025
Q2 		$1.37M Buy
64,742
+4,358
+7% +$91.3K 0.34% 82
2025
Q1 		$1.3M Buy
60,384
+3,917
+7% +$83.7K 0.39% 75
2024
Q4 		$1.19M Buy
56,467
+1,620
+3% +$36.2K 0.36% 81
2024
Q3 		$1.27M Sell
54,847
-279
-0.5% -$6.11K 0.47% 58
2024
Q2 		$1.1M Buy
55,126
+542
+1% +$10.6K 0.46% 60
2024
Q1 		$1.11M Buy
54,584
+1,774
+3% +$35.6K 0.49% 54
2023
Q4 		$1.09M Buy
52,810
+4,300
+9% +$79.9K 0.48% 63
2023
Q3 		$861K Buy
48,510
+389
+0.8% +$7.49K 0.43% 58
2023
Q2 		$940K Buy
48,121
+4,291
+10% +$82.3K 0.42% 71
2023
Q1 		$855K Buy
43,830
+8,650
+25% +$173K 0.42% 62
2022
Q4 		$679K Buy
+35,180
New +$677K 0.41% 76

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

Tempus Wealth Planning's SCHH Position: Q2 2026 in Review

Tempus Wealth Planning increased its Schwab US REIT ETF (SCHH) stake by 3.7% in Q2 2026, buying an estimated $60.7K and bringing the position to 72,954 shares worth $1.73M. The position accounts for 0.34% of the portfolio, ranked #81.

Tempus Wealth Planning first reported a position in SCHH in Q4 2022 and has held it in 15 quarters since. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Tempus Wealth Planning held 72,954 shares of Schwab US REIT ETF worth $1.73M as of Q2 2026.
  • Tempus Wealth Planning bought 2,603 Schwab US REIT ETF shares in Q2 2026, an estimated $60.7K.
  • Schwab US REIT ETF made up 0.34% of Tempus Wealth Planning's portfolio in Q2 2026, its #81 holding.
  • Tempus Wealth Planning first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.