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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

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 22.9% 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

Hardin Capital Partners's SCHH Position: Q2 2026 in Review

Hardin Capital Partners increased its Schwab US REIT ETF (SCHH) stake by 7.5% in Q2 2026, buying an estimated $33.4K and bringing the position to 20,582 shares worth $490K. The position accounts for 0.23% of the portfolio, ranked #69.

Hardin Capital Partners first reported a position in SCHH in Q2 2024 and has held it in 9 quarters since. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Hardin Capital Partners held 20,582 shares of Schwab US REIT ETF worth $490K as of Q2 2026.
  • Hardin Capital Partners bought 1,434 Schwab US REIT ETF shares in Q2 2026, an estimated $33.4K.
  • Schwab US REIT ETF made up 0.23% of Hardin Capital Partners's portfolio in Q2 2026, its #69 holding.
  • Hardin Capital Partners first reported a position in Schwab US REIT ETF in Q2 2024 and has held it in 9 quarters since.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Hardin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.