AC
SCHH icon

AlphaCore Capital’s Schwab US REIT ETF SCHH Stock Holding History

AlphaCore Capital’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
Q1 		$306K Sell
14,228
-5,518
-28% -$121K 0.01% 688
2025
Q4 		$412K Sell
19,746
-1,845
-9% -$39.1K 0.01% 676
2025
Q3 		$466K Buy
21,591
+1,319
+7% +$28.1K 0.02% 473
2025
Q2 		$429K Buy
20,272
+18,450
+1,013% +$387K 0.02% 404
2025
Q1 		$39.2K Buy
1,822
+29
+2% +$620 ﹤0.01% 613
2024
Q4 		$37.8K Sell
1,793
-699
-28% -$15.6K 0.01% 237
2024
Q3 		$57.7K Buy
2,492
+1,912
+330% +$41.8K 0.01% 222
2024
Q2 		$11.7K Sell
580
-5,744
-91% -$112K ﹤0.01% 220
2024
Q1 		$128K Buy
6,324
+5,780
+1,063% +$116K 0.03% 152
2023
Q4 		$11.3K Sell
544
-451
-45% -$8.38K ﹤0.01% 332
2023
Q3 		$17.7K Buy
995
+435
+78% +$8.37K ﹤0.01% 308
2023
Q2 		$10.9K Buy
560
+16
+3% +$307 ﹤0.01% 291
2023
Q1 		$10.6K Hold
544
– – ﹤0.01% 199
2022
Q4 		$10.5K Hold
544
– – ﹤0.01% 135
2022
Q3 		$10K Sell
544
-136
-20% -$2.94K ﹤0.01% 112
2022
Q2 		$14K Buy
+680
New +$15.6K 0.01% 123
2020
Q1 		– Sell
-22
Closed -$1K – 360
2019
Q4 		$1K Buy
+22
New +$513 ﹤0.01% 129

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return