AlphaCore Capital
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
Q3 		$312K Sell
14,141
-79
-0.6% -$1.88K 0.01% 1080
2026
Q2 		$337K Sell
14,220
-8
-0.1% -$187 0.01% 867
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

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 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

AlphaCore Capital's SCHH Position: Q3 2026 in Review

AlphaCore Capital reduced its Schwab US REIT ETF (SCHH) stake by 0.56% in Q3 2026, selling an estimated $1.88K and leaving 14,141 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #1080.

AlphaCore Capital first reported a position in SCHH in Q4 2019 and has held it in 19 quarters since. The position peaked at $466K in Q3 2025. 358 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • AlphaCore Capital held 14,141 shares of Schwab US REIT ETF worth $312K as of Q3 2026.
  • AlphaCore Capital sold 79 Schwab US REIT ETF shares in Q3 2026, an estimated $1.88K.
  • Schwab US REIT ETF made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1080 holding.
  • AlphaCore Capital first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 19 quarters since.
  • AlphaCore Capital's Schwab US REIT ETF position peaked at $466K in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.