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Elevation Wealth Partners’s Schwab US REIT ETF SCHH Stock Holding History

Elevation Wealth 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 		$5.57M Buy
235,300
+4,193
+2% +$97.8K 1.67% 12
2026
Q1 		$4.97M Buy
231,107
+8,470
+4% +$186K 1.78% 12
2025
Q4 		$4.65M Buy
222,637
+17,190
+8% +$364K 1.65% 13
2025
Q3 		$4.43M Buy
205,447
+12,507
+6% +$267K 1.6% 14
2025
Q2 		$4.08M Buy
192,940
+5,363
+3% +$112K 1.61% 14
2025
Q1 		$4.03M Buy
187,577
+8,211
+5% +$175K 1.74% 13
2024
Q4 		$3.78M Sell
179,366
-9,363
-5% -$209K 1.6% 14
2024
Q3 		$4.37M Buy
188,729
+10,314
+6% +$226K 1.88% 10
2024
Q2 		$3.56M Buy
178,415
+14,353
+9% +$280K 1.69% 11
2024
Q1 		$3.33M Buy
164,062
+42,420
+35% +$850K 1.66% 12
2023
Q4 		$2.16M Buy
+121,642
New +$2.26M 1.29% 17
2023
Q3 		– Sell
-97
Closed -$1.9K – 358
2023
Q2 		$1.9K Buy
+97
New +$1.86K ﹤0.01% 308

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

Elevation Wealth Partners's SCHH Position: Q2 2026 in Review

Elevation Wealth Partners increased its Schwab US REIT ETF (SCHH) stake by 1.8% in Q2 2026, buying an estimated $97.8K and bringing the position to 235,300 shares worth $5.57M. The position accounts for 1.67% of the portfolio, ranked #12.

Elevation Wealth Partners first reported a position in SCHH in Q2 2023 and has held it in 12 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Elevation Wealth Partners held 235,300 shares of Schwab US REIT ETF worth $5.57M as of Q2 2026.
  • Elevation Wealth Partners bought 4,193 Schwab US REIT ETF shares in Q2 2026, an estimated $97.8K.
  • Schwab US REIT ETF made up 1.67% of Elevation Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Elevation Wealth Partners first reported a position in Schwab US REIT ETF in Q2 2023 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 Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.