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Gilpin Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Gilpin Wealth Management’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 		$26.4K Hold
1,200
– – 0.02% 261
2026
Q2 		$28.4K Hold
1,200
– – 0.02% 240
2026
Q1 		$25.8K Hold
1,200
– – 0.02% 232
2025
Q4 		$25.1K Buy
+1,200
New +$25.4K 0.02% 224

Other funds holding SCHH

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
CA
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Gilpin Wealth Management's SCHH Position: Q3 2026 in Review

Gilpin Wealth Management held its Schwab US REIT ETF (SCHH) position steady in Q3 2026 at 1,200 shares worth $26.4K. The position accounts for 0.02% of the portfolio, ranked #261.

Gilpin Wealth Management first reported a position in SCHH in Q4 2025 and has held it in 4 quarters since. The position peaked at $28.4K in Q2 2026. 32 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • Gilpin Wealth Management held 1,200 shares of Schwab US REIT ETF worth $26.4K as of Q3 2026.
  • Gilpin Wealth Management left its Schwab US REIT ETF share count unchanged in Q3 2026.
  • Schwab US REIT ETF made up 0.02% of Gilpin Wealth Management's portfolio in Q3 2026, its #261 holding.
  • Gilpin Wealth Management first reported a position in Schwab US REIT ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Schwab US REIT ETF position peaked at $28.4K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.