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SCHHSCHH
31 quarters

Position history for Creative PlanningCreative Planning's holdings in SCHWAB US REIT ETF

Creative Planning holds 19.7M shares of SCHH (SCHWAB US REIT ETF), worth $465.5M as of 2026-Q2. The position was decreased (-3.4% shares). SCHH represents 0.3% of Creative Planning's portfolio.

Current Value

$465.5M

Current Shares

19.7M

Total Value Change

-$146.4M

Total Shares Change

+3.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
19.7M
-3.4%
$465.5M0.3%$23.68
0
2026-Q1
Decreased
20.4M
-3.5%
$437.5M0.3%$22.99
0
2025-Q4
Decreased
21.1M
-2.8%
$440.9M0.3%$21.04
0
2025-Q3
Decreased
21.7M
-4.1%
$468.3M0.4%$21.20
0
2025-Q2
Decreased
22.6M
-3.3%
$478.9M0.4%$20.62
0
2025-Q1
Decreased
23.4M
-3.7%
$503.3M0.5%$20.77
0
2024-Q4
Decreased
24.3M
-5.5%
$511.6M0.5%$20.23
0
2024-Q3
Decreased
25.7M
-5.7%
$595.5M0.6%$22.09
0
2024-Q2
Decreased
27.3M
-4.3%
$544.3M0.6%$19.06
0
2024-Q1
Decreased
28.5M
-3.0%
$578.1M0.6%$19.19
0
2023-Q4
Decreased
29.4M
-1.9%
$607.9M1.1%$19.47
0
2023-Q3
Decreased
29.9M
-3.7%
$530.9M0.7%$16.50
0
2023-Q2
Increased
31.1M
+0.8%
$606.6M0.8%$17.91
45
2023-Q1
Decreased
30.8M
-5.8%
$600.7M0.9%$17.42
0
2022-Q4
Increased
32.7M
+1.9%
$630.6M0.9%$17.51
45
2022-Q3
Increased
32.1M
+6.1%
$599.8M1.0%$16.61
53
2022-Q2
Increased
30.2M
+5.6%
$637.8M1.1%$18.89
53
2022-Q1
Increased
28.6M
+114.7%
$712.8M1.1%$22.36
80
2021-Q4
Decreased
13.3M
-3.0%
$702.8M1.1%$23.30
0
2021-Q3
Increased
13.8M
+1.1%
$628.3M1.1%$20.44
50
2021-Q2
Decreased
13.6M
-6.3%
$622.9M1.1%$20.16
0
2021-Q1
Decreased
14.5M
-0.7%
$596.8M1.2%$18.05
0
2020-Q4
Decreased
14.6M
-0.1%
$555.1M1.2%$16.37
0
2020-Q3
Decreased
14.6M
-1.2%
$517.5M1.4%$15.18
0
2020-Q2
Decreased
14.8M
-1.2%
$521.7M1.5%$14.86
0
2020-Q1
Increased
15M
+9.4%
$491M1.7%$14.12
54
2019-Q4
Decreased
13.7M
-3.0%
$630.2M1.9%$19.29
0
2019-Q3
Decreased
14.1M
-3.5%
$667.1M2.2%$19.68
0
2019-Q2
Decreased
14.7M
-4.8%
$651.2M2.2%$18.43
0
2019-Q1
Decreased
15.4M
-3.2%
$683.6M2.5%$18.29
0
2018-Q4
New
15.9M
-
$611.8M2.5%$15.76
82

Other major holders of SCHH: BNP PARIBAS FINANCIAL MARKETS, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Financial Engines Advisors L.L.C.

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