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HCP
Hexagon Capital Partners’s
Schwab US REIT ETF
SCHH
Stock Holding History
Hexagon 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
Q1
$1.96M
Buy
91,239
+7,442
+9%
+$163K
0.29%
34
2025
Q4
$1.75M
Buy
83,797
+9,455
+13%
+$200K
0.32%
28
2025
Q3
$1.6M
Buy
74,342
+17,654
+31%
+$377K
0.32%
28
2025
Q2
$1.2M
Buy
56,688
+1,011
+2%
+$21.2K
0.27%
37
2025
Q1
$1.2M
Buy
55,677
+5,752
+12%
+$123K
0.23%
44
2024
Q4
$1.05M
Buy
49,925
+2,083
+4%
+$46.6K
0.19%
55
2024
Q3
$1.11M
Sell
47,842
-3,012
-6%
-$65.9K
0.22%
43
2024
Q2
$1.02M
Buy
50,854
+1,724
+4%
+$33.6K
0.22%
44
2024
Q1
$997K
Buy
49,130
+10,992
+29%
+$220K
0.22%
45
2023
Q4
$790K
Buy
38,138
+16,580
+77%
+$308K
0.19%
53
2023
Q3
$383K
Buy
21,558
+6,518
+43%
+$125K
0.1%
102
2023
Q2
$294K
Buy
15,040
+2,279
+18%
+$43.7K
0.08%
122
2023
Q1
$249K
Buy
12,761
+1,177
+10%
+$23.6K
0.07%
134
2022
Q4
$223K
Buy
11,584
+514
+5%
+$9.89K
0.07%
143
2022
Q3
$207K
Buy
11,070
+9,608
+657%
+$208K
0.06%
142
2022
Q2
$31K
Buy
+1,462
New
+$33.6K
0.01%
450
2021
Q4
–
Sell
-40
Closed
-$1K
–
896
2021
Q3
$1K
Hold
40
–
–
﹤0.01%
822
2021
Q2
$1K
Buy
+40
New
+$889
﹤0.01%
784
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1-Year Est. Return
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1-Year Est. Return
Creative Planning
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$147B AUM
18.73%
1-Year Est. Return
Two Sigma Investments
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$121B AUM
33.93%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
DI
DUMAC Inc
Durham, North Carolina
$820M AUM
Northwestern Mutual Wealth Management
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$162B AUM
16.35%
1-Year Est. Return
Cerity Partners
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$70.5B AUM
21.68%
1-Year Est. Return
BEI
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Clayton, Missouri
$10.1B AUM
14.03%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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