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White & Co Financial Planning’s Schwab US REIT ETF SCHH Stock Holding History

White & Co 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 		$6.66M Buy
281,314
+2,084
+0.7% +$48.6K 4.13% 9
2026
Q1 		$6M Buy
279,230
+26,759
+11% +$587K 4.22% 9
2025
Q4 		$5.27M Sell
252,471
-177
-0.1% -$3.75K 3.94% 10
2025
Q3 		$5.45M Buy
252,648
+4,180
+2% +$89.1K 4.1% 10
2025
Q2 		$5.22M Buy
248,468
+2,441
+1% +$51.1K 4.17% 9
2025
Q1 		$5.24M Buy
246,027
+1,478
+0.6% +$31.6K 4.52% 9
2024
Q4 		$5.15M Buy
+244,549
New +$5.47M 4.37% 9

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

White & Co Financial Planning's SCHH Position: Q2 2026 in Review

White & Co Financial Planning increased its Schwab US REIT ETF (SCHH) stake by 0.75% in Q2 2026, buying an estimated $48.6K and bringing the position to 281,314 shares worth $6.66M. The position accounts for 4.13% of the portfolio, ranked #9.

White & Co Financial Planning first reported a position in SCHH in Q4 2024 and has held it in 7 quarters since. 588 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • White & Co Financial Planning held 281,314 shares of Schwab US REIT ETF worth $6.66M as of Q2 2026.
  • White & Co Financial Planning bought 2,084 Schwab US REIT ETF shares in Q2 2026, an estimated $48.6K.
  • Schwab US REIT ETF made up 4.13% of White & Co Financial Planning's portfolio in Q2 2026, its #9 holding.
  • White & Co Financial Planning first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 588 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.