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Fort Point Capital Partners’s Schwab US REIT ETF SCHH Stock Holding History

Fort Point Capital 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 		$662K Buy
27,944
+10,110
+57% +$236K 0.05% 141
2026
Q1 		$383K Hold
17,834
– – 0.05% 160
2025
Q4 		$385K Hold
17,834
– – 0.04% 169
2025
Q3 		$385K Sell
17,834
-468
-3% -$9.98K 0.05% 165
2025
Q2 		$387K Buy
+18,302
New +$383K 0.03% 251

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

Fort Point Capital Partners's SCHH Position: Q2 2026 in Review

Fort Point Capital Partners increased its Schwab US REIT ETF (SCHH) stake by 57% in Q2 2026, buying an estimated $236K and bringing the position to 27,944 shares worth $662K. The position accounts for 0.05% of the portfolio, ranked #141.

Fort Point Capital Partners first reported a position in SCHH in Q2 2025 and has held it in 5 quarters since. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Fort Point Capital Partners held 27,944 shares of Schwab US REIT ETF worth $662K as of Q2 2026.
  • Fort Point Capital Partners bought 10,110 Schwab US REIT ETF shares in Q2 2026, an estimated $236K.
  • Schwab US REIT ETF made up 0.05% of Fort Point Capital Partners's portfolio in Q2 2026, its #141 holding.
  • Fort Point Capital Partners first reported a position in Schwab US REIT ETF in Q2 2025 and has held it in 5 quarters since.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.