CAP Partners LLC
SCHH icon

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
Q3 		$261K Buy
11,839
+56
+0.5% +$1.33K 0.12% 142
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

Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 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
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

CAP Partners LLC's SCHH Position: Q3 2026 in Review

CAP Partners LLC increased its Schwab US REIT ETF (SCHH) stake by 0.48% in Q3 2026, buying an estimated $1.33K and bringing the position to 11,839 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #142.

CAP Partners LLC first reported a position in SCHH in Q4 2023 and has held it in 12 quarters since. The position peaked at $291K in Q3 2024. 149 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • CAP Partners LLC held 11,839 shares of Schwab US REIT ETF worth $261K as of Q3 2026.
  • CAP Partners LLC bought 56 Schwab US REIT ETF shares in Q3 2026, an estimated $1.33K.
  • Schwab US REIT ETF made up 0.12% of CAP Partners LLC's portfolio in Q3 2026, its #142 holding.
  • CAP Partners LLC first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 12 quarters since.
  • CAP Partners LLC's Schwab US REIT ETF position peaked at $291K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.