EWP
SCHH icon

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

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
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 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. 250 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.
  • 250 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.