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CAP Partners LLC’s Schwab US REIT ETF SCHH Stock Holding History

CAP Partners LLC’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 		$279K Buy
11,783
+51
+0.4% +$1.19K 0.14% 135
2026
Q1 		$252K Buy
11,732
+39
+0.3% +$855 0.14% 132
2025
Q4 		$244K Buy
11,693
+75
+0.6% +$1.59K 0.14% 128
2025
Q3 		$251K Buy
11,618
+55
+0.5% +$1.17K 0.14% 121
2025
Q2 		$245K Sell
11,563
-487
-4% -$10.2K 0.15% 119
2025
Q1 		$259K Sell
12,050
-304
-2% -$6.5K 0.19% 108
2024
Q4 		$260K Sell
12,354
-206
-2% -$4.6K 0.18% 109
2024
Q3 		$291K Buy
12,560
+107
+0.9% +$2.34K 0.22% 102
2024
Q2 		$249K Buy
12,453
+356
+3% +$6.94K 0.2% 107
2024
Q1 		$246K Sell
12,097
-45
-0.4% -$902 0.22% 97
2023
Q4 		$251K Buy
+12,142
New +$226K 0.25% 86

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

CAP Partners LLC's SCHH Position: Q2 2026 in Review

CAP Partners LLC increased its Schwab US REIT ETF (SCHH) stake by 0.43% in Q2 2026, buying an estimated $1.19K and bringing the position to 11,783 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #135.

CAP Partners LLC first reported a position in SCHH in Q4 2023 and has held it in 11 quarters since. The position peaked at $291K in Q3 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • CAP Partners LLC held 11,783 shares of Schwab US REIT ETF worth $279K as of Q2 2026.
  • CAP Partners LLC bought 51 Schwab US REIT ETF shares in Q2 2026, an estimated $1.19K.
  • Schwab US REIT ETF made up 0.14% of CAP Partners LLC's portfolio in Q2 2026, its #135 holding.
  • CAP Partners LLC first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • CAP Partners LLC's Schwab US REIT ETF position peaked at $291K in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.