EPIQ Partners’s Schwab US REIT ETF SCHH Stock Holding History

EPIQ 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	$2.3M	Sell	97,151 -222	-0.2%	-$5.18K	0.98%	29
2026 Q1	$2.09M	Sell	97,373 -709	-0.7%	-$15.5K	0.98%	31
2025 Q4	$2.05M	Sell	98,082 -62,011	-39%	-$1.31M	0.96%	30
2025 Q3	$3.45M	Buy	160,093 +11,578	+8%	+$247K	1.63%	20
2025 Q2	$3.14M	Buy	148,515 +14,700	+11%	+$308K	1.6%	21
2025 Q1	$2.88M	Buy	133,815 +13,200	+11%	+$282K	1.52%	22
2024 Q4	$2.54M	Buy	120,615 +69,715	+137%	+$1.56M	1.37%	24
2024 Q3	$1.18M	Buy	+50,900	New	+$1.11M	0.65%	36

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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