CPL
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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
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

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Fidelity Investments
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Creative Planning
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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
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Northwestern Mutual Wealth Management
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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