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

Hardin 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	$490K	Buy	20,582 +1,434	+7%	+$33.4K	0.23%	69
2026 Q1	$412K	Buy	19,148 +810	+4%	+$17.8K	0.19%	78
2025 Q4	$383K	Buy	18,338 +23	+0.1%	+$488	0.18%	80
2025 Q3	$395K	Buy	18,315 +891	+5%	+$19K	0.21%	77
2025 Q2	$371K	Buy	17,424 +43	+0.2%	+$901	0.22%	77
2025 Q1	$374K	Sell	17,381 -844	-5%	-$18K	0.23%	73
2024 Q4	$384K	Sell	18,225 -112	-0.6%	-$2.5K	0.23%	67
2024 Q3	$412K	Buy	18,337 +32	+0.2%	+$700	0.23%	63
2024 Q2	$366K	Buy	+18,305	New	+$357K	0.24%	64

Other funds holding SCHH

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return