XY Planning Network
SCHH icon

XY Planning Network’s Schwab US REIT ETF SCHH Stock Holding History

XY Planning Network’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
Q3 		$466K Buy
21,142
+1,956
+10% +$46.4K 0.05% 250
2026
Q2 		$454K Buy
19,186
+939
+5% +$21.9K 0.06% 221
2026
Q1 		$394K Sell
18,247
-3,793
-17% -$83.2K 0.06% 203
2025
Q4 		$460K Buy
+22,040
New +$467K 0.08% 180

Other funds holding SCHH

Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Zynergy Retirement Planning
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

XY Planning Network's SCHH Position: Q3 2026 in Review

XY Planning Network increased its Schwab US REIT ETF (SCHH) stake by 10% in Q3 2026, buying an estimated $46.4K and bringing the position to 21,142 shares worth $466K. The position accounts for 0.05% of the portfolio, ranked #250.

XY Planning Network first reported a position in SCHH in Q4 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • XY Planning Network held 21,142 shares of Schwab US REIT ETF worth $466K as of Q3 2026.
  • XY Planning Network bought 1,956 Schwab US REIT ETF shares in Q3 2026, an estimated $46.4K.
  • Schwab US REIT ETF made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #250 holding.
  • XY Planning Network first reported a position in Schwab US REIT ETF in Q4 2025 and has held it in 4 quarters since.
  • 246 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.