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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
Q2 		$2.41M Buy
101,837
+10,598
+12% +$247K 0.34% 29
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

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 22.96% 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

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

Hexagon Capital Partners increased its Schwab US REIT ETF (SCHH) stake by 12% in Q2 2026, buying an estimated $247K and bringing the position to 101,837 shares worth $2.41M. The position accounts for 0.34% of the portfolio, ranked #29.

Hexagon Capital Partners first reported a position in SCHH in Q2 2021 and has held it in 19 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Hexagon Capital Partners held 101,837 shares of Schwab US REIT ETF worth $2.41M as of Q2 2026.
  • Hexagon Capital Partners bought 10,598 Schwab US REIT ETF shares in Q2 2026, an estimated $247K.
  • Schwab US REIT ETF made up 0.34% of Hexagon Capital Partners's portfolio in Q2 2026, its #29 holding.
  • Hexagon Capital Partners first reported a position in Schwab US REIT ETF in Q2 2021 and has held it in 19 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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