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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
Q1 		$74.2K Buy
+3,452
New +$75.7K 0.01% 797
2024
Q4 		– Sell
-6
Closed -$139 – 785
2024
Q3 		$139 Buy
+6
New +$131 ﹤0.01% 799

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Golden State Equity Partners's SCHH Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Schwab US REIT ETF (SCHH) in Q1 2026: 3,452 shares worth $74.2K. The stake represents 0.01% of the portfolio and ranks #797 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in SCHH as recently as Q3 2024.

Golden State Equity Partners first reported a position in SCHH in Q3 2024 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Golden State Equity Partners held 3,452 shares of Schwab US REIT ETF worth $74.2K as of Q1 2026.
  • Schwab US REIT ETF was a new Golden State Equity Partners position in Q1 2026.
  • Schwab US REIT ETF made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #797 holding.
  • Golden State Equity Partners first reported a position in Schwab US REIT ETF in Q3 2024 and has held it in 2 quarters since.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.