CMP
SCHH icon

Courage Miller Partners’s Schwab US REIT ETF SCHH Stock Holding History

Courage Miller Partners’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 		$12.3M Sell
518,727
-3,335
-0.6% -$77.8K 3.24% 11
2026
Q1 		$11.2M Buy
522,062
+190
+0% +$4.17K 3.17% 10
2025
Q4 		$10.9M Buy
521,872
+7,456
+1% +$158K 3.28% 10
2025
Q3 		$11.1M Buy
514,416
+31,164
+6% +$665K 3.33% 10
2025
Q2 		$10.2M Buy
483,252
+27,796
+6% +$582K 3.24% 10
2025
Q1 		$9.8M Buy
455,456
+12,292
+3% +$263K 3.32% 9
2024
Q4 		$9.33M Buy
443,164
+3,539
+0.8% +$79.1K 3.2% 9
2024
Q3 		$10.2M Sell
439,625
-13,076
-3% -$286K 3.42% 9
2024
Q2 		$9.04M Sell
452,701
-482
-0.1% -$9.4K 3.25% 9
2024
Q1 		$9.2M Buy
453,183
+12,923
+3% +$259K 3.18% 9
2023
Q4 		$9.12M Buy
440,260
+304
+0.1% +$5.65K 3.45% 9
2023
Q3 		$7.81M Buy
439,956
+38,674
+10% +$744K 3.2% 9
2023
Q2 		$7.84M Buy
401,282
+6,226
+2% +$119K 3.26% 8
2023
Q1 		$7.7M Buy
395,056
+10,479
+3% +$210K 3.26% 8
2022
Q4 		$7.42M Buy
384,577
+15,103
+4% +$291K 3.42% 8
2022
Q3 		$6.91M Sell
369,474
-3,111
-0.8% -$67.3K 3.48% 7
2022
Q2 		$7.86M Buy
372,585
+1,695
+0.5% +$39K 3.73% 7
2022
Q1 		$9.23M Buy
370,890
+3,218
+0.9% +$77.7K 3.67% 7
2021
Q4 		$9.69M Buy
367,672
+3,028
+0.8% +$74.6K 3.66% 7
2021
Q3 		$8.33M Sell
364,644
-6,880
-2% -$164K 3.35% 7
2021
Q2 		$8.51M Buy
371,524
+3,454
+0.9% +$76.8K 3.48% 6
2021
Q1 		$7.56M Buy
368,070
+21,714
+6% +$425K 3.28% 6
2020
Q4 		$6.58M Buy
346,356
+57,910
+20% +$1.07M 3.02% 7
2020
Q3 		$5.08M Buy
288,446
+2
+0% +$36 2.73% 10
2020
Q2 		$5.08M Buy
288,444
+10,778
+4% +$187K 2.73% 10
2020
Q1 		$4.54M Buy
277,666
+12,424
+5% +$265K 2.8% 9
2019
Q4 		$6.09M Buy
265,242
+3,956
+2% +$92.2K 3.13% 6
2019
Q3 		$6.16M Sell
261,286
-1,888
-0.7% -$43.3K 3.4% 6
2019
Q2 		$5.85M Buy
263,174
+1,872
+0.7% +$41.8K 3.21% 6
2019
Q1 		$5.8M Sell
261,302
-3,694
-1% -$78.4K 3.28% 6
2018
Q4 		$5.1M Buy
264,996
+2,440
+0.9% +$49.8K 3.03% 6
2018
Q3 		$5.48M Buy
262,556
+1,648
+0.6% +$34.8K 3.15% 6
2018
Q2 		$5.45M Buy
260,908
+2,200
+0.9% +$43.5K 3.23% 6
2018
Q1 		$4.95M Buy
258,708
+36,080
+16% +$695K 3% 6
2017
Q4 		$4.63M Buy
222,628
+13,024
+6% +$271K 2.81% 8
2017
Q3 		$4.31M Buy
209,604
+9,640
+5% +$199K 2.7% 9
2017
Q2 		$4.12M Buy
199,964
+4,394
+2% +$90.3K 2.71% 10
2017
Q1 		$3.99M Buy
195,570
+5,634
+3% +$115K 2.75% 10
2016
Q4 		$3.9M Buy
189,936
+18,252
+11% +$366K 2.72% 9
2016
Q3 		$3.66M Buy
171,684
+3,500
+2% +$76.7K 2.53% 11
2016
Q2 		$3.65M Sell
168,184
-4,908
-3% -$101K 2.61% 11
2016
Q1 		$3.58M Sell
173,092
-10,166
-6% -$196K 2.51% 11
2015
Q4 		$3.63M Buy
183,258
+4,220
+2% +$82.4K 2.51% 11
2015
Q3 		$3.33M Buy
179,038
+6,138
+4% +$115K 2.48% 11
2015
Q2 		$3.14M Buy
172,900
+6,506
+4% +$125K 2.34% 13
2015
Q1 		$3.37M Sell
166,394
-3,866
-2% -$78.9K 2.52% 14
2014
Q4 		$3.32M Buy
170,260
+1,008
+0.6% +$18.9K 2.74% 13
2014
Q3 		$2.88M Buy
169,252
+5,980
+4% +$107K 2.24% 16
2014
Q2 		$2.89M Buy
163,272
+6,316
+4% +$109K 2.12% 15
2014
Q1 		$2.6M Buy
156,956
+11,190
+8% +$179K 2.04% 19
2013
Q4 		$2.21M Buy
145,766
+29,508
+25% +$460K 1.87% 22
2013
Q3 		$1.8M Buy
116,258
+59,540
+105% +$942K 1.47% 26
2013
Q2 		$910K Buy
+56,718
New +$955K 0.83% 29

Other funds holding SCHH

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Courage Miller Partners's SCHH Position: Q2 2026 in Review

Courage Miller Partners reduced its Schwab US REIT ETF (SCHH) stake by 0.64% in Q2 2026, selling an estimated $77.8K and leaving 518,727 shares worth $12.3M. The position accounts for 3.24% of the portfolio, ranked #11.

Courage Miller Partners first reported a position in SCHH in Q2 2013 and has held it in 53 quarters since. 277 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Courage Miller Partners held 518,727 shares of Schwab US REIT ETF worth $12.3M as of Q2 2026.
  • Courage Miller Partners sold 3,335 Schwab US REIT ETF shares in Q2 2026, an estimated $77.8K.
  • Schwab US REIT ETF made up 3.24% of Courage Miller Partners's portfolio in Q2 2026, its #11 holding.
  • Courage Miller Partners first reported a position in Schwab US REIT ETF in Q2 2013 and has held it in 53 quarters since.
  • 277 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.