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

Wrenne 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 		$2.37M Buy
100,039
+3,377
+3% +$78.7K 0.8% 18
2026
Q1 		$2.08M Buy
96,662
+4,424
+5% +$97K 0.81% 18
2025
Q4 		$1.93M Buy
92,238
+20,006
+28% +$424K 0.78% 19
2025
Q3 		$1.56M Buy
72,232
+4,789
+7% +$102K 0.67% 20
2025
Q2 		$1.43M Buy
67,443
+15,273
+29% +$320K 0.67% 20
2025
Q1 		$1.12M Buy
52,170
+3,107
+6% +$66.4K 0.6% 21
2024
Q4 		$1.03M Buy
49,063
+7,475
+18% +$167K 0.59% 20
2024
Q3 		$964K Buy
41,588
+5,200
+14% +$114K 0.57% 22
2024
Q2 		$727K Buy
36,388
+4,809
+15% +$93.8K 0.5% 22
2024
Q1 		$641K Buy
+31,579
New +$633K 0.47% 22

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

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

Wrenne Financial Planning increased its Schwab US REIT ETF (SCHH) stake by 3.5% in Q2 2026, buying an estimated $78.7K and bringing the position to 100,039 shares worth $2.37M. The position accounts for 0.8% of the portfolio, ranked #18.

Wrenne Financial Planning first reported a position in SCHH in Q1 2024 and has held it in 10 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Wrenne Financial Planning held 100,039 shares of Schwab US REIT ETF worth $2.37M as of Q2 2026.
  • Wrenne Financial Planning bought 3,377 Schwab US REIT ETF shares in Q2 2026, an estimated $78.7K.
  • Schwab US REIT ETF made up 0.8% of Wrenne Financial Planning's portfolio in Q2 2026, its #18 holding.
  • Wrenne Financial Planning first reported a position in Schwab US REIT ETF in Q1 2024 and has held it in 10 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.