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	–	2417
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	–	1790
2022 Q2	$9K	Buy	+442	New	+$10.2K	﹤0.01%	1514
2022 Q1	–	Sell	-656	Closed	-$17K	–	1792
2021 Q4	$17K	Buy	+656	New	+$16.2K	﹤0.01%	1383

Other funds holding SCHH

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return