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

Essential 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 		$1.12K Hold
51
– – ﹤0.01% 2147
2026
Q2 		$1.21K Hold
51
– – ﹤0.01% 2159
2026
Q1 		$1.1K Sell
51
-54
-51% -$1.18K ﹤0.01% 2213
2025
Q4 		$2.19K Buy
105
+54
+106% +$1.15K ﹤0.01% 1768
2025
Q3 		$1.1K Sell
51
-352
-87% -$7.51K ﹤0.01% 1994
2025
Q2 		$8.53K Buy
+403
New +$8.44K ﹤0.01% 892

Other funds holding SCHH

CST
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

Essential Partners's SCHH Position: Q3 2026 in Review

Essential Partners held its Schwab US REIT ETF (SCHH) position steady in Q3 2026 at 51 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Essential Partners first reported a position in SCHH in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.53K in Q2 2025. 89 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • Essential Partners held 51 shares of Schwab US REIT ETF worth $1.12K as of Q3 2026.
  • Essential Partners left its Schwab US REIT ETF share count unchanged in Q3 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2147 holding.
  • Essential Partners first reported a position in Schwab US REIT ETF in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Schwab US REIT ETF position peaked at $8.53K in Q2 2025.
  • 89 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.