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CGC Financial Services’s Schwab US REIT ETF SCHH Stock Holding History

CGC Financial Services’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 		$3.48K Buy
+147
New +$3.43K ﹤0.01% 277

Other funds holding SCHH

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

CGC Financial Services's SCHH Position: Q2 2026 in Review

CGC Financial Services opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 147 shares worth $3.48K. The stake represents ﹤0.01% of the portfolio and ranks #277 among its holdings.

118 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • CGC Financial Services held 147 shares of Schwab US REIT ETF worth $3.48K as of Q2 2026.
  • Schwab US REIT ETF was a new CGC Financial Services position in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #277 holding.
  • 118 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.