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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
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

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

AlphaCore Capital's SCHH Position: Q2 2026 in Review

AlphaCore Capital reduced its Schwab US REIT ETF (SCHH) stake by 0.06% in Q2 2026, selling an estimated $187 and leaving 14,220 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #867.

AlphaCore Capital first reported a position in SCHH in Q4 2019 and has held it in 18 quarters since. The position peaked at $466K in Q3 2025. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • AlphaCore Capital held 14,220 shares of Schwab US REIT ETF worth $337K as of Q2 2026.
  • AlphaCore Capital sold 8 Schwab US REIT ETF shares in Q2 2026, an estimated $187.
  • Schwab US REIT ETF made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #867 holding.
  • AlphaCore Capital first reported a position in Schwab US REIT ETF in Q4 2019 and has held it in 18 quarters since.
  • AlphaCore Capital's Schwab US REIT ETF position peaked at $466K in Q3 2025.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.