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Key Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Key Capital Management’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 		– Sell
-63
Closed -$1.35K – 795
2026
Q1 		$1.35K Buy
+63
New +$1.38K ﹤0.01% 579

Other funds holding SCHH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Key Capital Management's SCHH Position: Q2 2026 in Review

Key Capital Management sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 63 shares — an estimated $1.35K sold.

Key Capital Management first reported a position in SCHH in Q1 2026 and held it in 1 quarter. The position peaked at $1.35K in Q1 2026. 360 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Key Capital Management reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Key Capital Management sold 63 Schwab US REIT ETF shares in Q2 2026, an estimated $1.35K.
  • Key Capital Management first reported a position in Schwab US REIT ETF in Q1 2026 and held it in 1 quarter.
  • Key Capital Management's Schwab US REIT ETF position peaked at $1.35K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.