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Golden State Equity Partners’s Schwab US REIT ETF SCHH Stock Holding History

Golden State Equity 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 		– Sell
-3,452
Closed -$74.2K – 1484
2026
Q1 		$74.2K Buy
+3,452
New +$75.7K 0.01% 797
2024
Q4 		– Sell
-6
Closed -$139 – 790
2024
Q3 		$139 Buy
+6
New +$131 ﹤0.01% 900

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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

Golden State Equity Partners's SCHH Position: Q2 2026 in Review

Golden State Equity Partners sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 3,452 shares — an estimated $74.2K sold.

Golden State Equity Partners first reported a position in SCHH in Q3 2024 and held it in 2 quarters. The position peaked at $74.2K in Q1 2026. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Golden State Equity Partners reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 3,452 Schwab US REIT ETF shares in Q2 2026, an estimated $74.2K.
  • Golden State Equity Partners first reported a position in Schwab US REIT ETF in Q3 2024 and held it in 2 quarters.
  • Golden State Equity Partners's Schwab US REIT ETF position peaked at $74.2K in Q1 2026.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.