CoreCap Advisors
SCHH icon

CoreCap Advisors’s Schwab US REIT ETF SCHH Stock Holding History

CoreCap Advisors’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 		$5.55M Sell
251,809
-33,378
-12% -$792K 0.16% 138
2026
Q2 		$6.75M Buy
285,187
+20,366
+8% +$475K 0.2% 108
2026
Q1 		$5.69M Buy
264,821
+30,506
+13% +$669K 0.19% 110
2025
Q4 		$4.89M Buy
234,315
+17,019
+8% +$361K 0.17% 118
2025
Q3 		$4.69M Buy
217,296
+77,323
+55% +$1.65M 0.17% 110
2025
Q2 		$2.96M Buy
139,973
+9,894
+8% +$207K 0.12% 165
2025
Q1 		$2.8M Buy
130,079
+106,242
+446% +$2.27M 0.12% 161
2024
Q4 		$502K Buy
23,837
+15,630
+190% +$349K 0.02% 481
2024
Q3 		$190K Buy
+8,207
New +$180K 0.01% 708
2024
Q2 		– Sell
-2,392
Closed -$48.6K – 2402
2024
Q1 		$48.6K Buy
+2,392
New +$48K ﹤0.01% 1125
2022
Q4 		$7.76K Buy
+402
New +$7.74K ﹤0.01% 1625
2022
Q3 		– Sell
-442
Closed -$9K – 1789
2022
Q2 		$9K Buy
+442
New +$10.2K ﹤0.01% 1514
2022
Q1 		– Sell
-656
Closed -$17K – 1791
2021
Q4 		$17K Buy
+656
New +$16.2K ﹤0.01% 1383

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

CoreCap Advisors's SCHH Position: Q3 2026 in Review

CoreCap Advisors reduced its Schwab US REIT ETF (SCHH) stake by 12% in Q3 2026, selling an estimated $792K and leaving 251,809 shares worth $5.55M. The position accounts for 0.16% of the portfolio, ranked #138.

CoreCap Advisors first reported a position in SCHH in Q4 2021 and has held it in 13 quarters since. The position peaked at $6.75M in Q2 2026. 139 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • CoreCap Advisors held 251,809 shares of Schwab US REIT ETF worth $5.55M as of Q3 2026.
  • CoreCap Advisors sold 33,378 Schwab US REIT ETF shares in Q3 2026, an estimated $792K.
  • Schwab US REIT ETF made up 0.16% of CoreCap Advisors's portfolio in Q3 2026, its #138 holding.
  • CoreCap Advisors first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Schwab US REIT ETF position peaked at $6.75M in Q2 2026.
  • 139 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.