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 Q3	$5.17M	Sell	234,674 -626	-0.3%	-$14.9K	1.45%	14
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

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Elevation Wealth Partners's SCHH Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Schwab US REIT ETF (SCHH) stake by 0.27% in Q3 2026, selling an estimated $14.9K and leaving 234,674 shares worth $5.17M. The position accounts for 1.45% of the portfolio, ranked #14.

Elevation Wealth Partners first reported a position in SCHH in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.57M in Q2 2026. 195 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

Elevation Wealth Partners held 234,674 shares of Schwab US REIT ETF worth $5.17M as of Q3 2026.
Elevation Wealth Partners sold 626 Schwab US REIT ETF shares in Q3 2026, an estimated $14.9K.
Schwab US REIT ETF made up 1.45% of Elevation Wealth Partners's portfolio in Q3 2026, its #14 holding.
Elevation Wealth Partners first reported a position in Schwab US REIT ETF in Q2 2023 and has held it in 13 quarters since.
Elevation Wealth Partners's Schwab US REIT ETF position peaked at $5.57M in Q2 2026.
195 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.