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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
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 		$7.75K 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

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

CoreCap Advisors's SCHH Position: Q2 2026 in Review

CoreCap Advisors increased its Schwab US REIT ETF (SCHH) stake by 7.7% in Q2 2026, buying an estimated $475K and bringing the position to 285,187 shares worth $6.75M. The position accounts for 0.2% of the portfolio, ranked #108.

CoreCap Advisors first reported a position in SCHH in Q4 2021 and has held it in 12 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • CoreCap Advisors held 285,187 shares of Schwab US REIT ETF worth $6.75M as of Q2 2026.
  • CoreCap Advisors bought 20,366 Schwab US REIT ETF shares in Q2 2026, an estimated $475K.
  • Schwab US REIT ETF made up 0.2% of CoreCap Advisors's portfolio in Q2 2026, its #108 holding.
  • CoreCap Advisors first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 12 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.