Keystone Global Partners
SCHH icon

Keystone Global Partners’s Schwab US REIT ETF SCHH Stock Holding History

Keystone Global 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
Q3 		$359K Hold
16,285
– – 0.13% 50
2026
Q2 		$386K Hold
16,285
– – 0.15% 47
2026
Q1 		$350K Hold
16,285
– – 0.16% 48
2025
Q4 		$340K Sell
16,285
-3
-0% -$64 0.15% 48
2025
Q3 		$351K Hold
16,288
– – 0.18% 44
2025
Q2 		$345K Sell
16,288
-1
-0% -$21 0.19% 44
2025
Q1 		$350K Buy
+16,289
New +$348K 0.25% 44

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DUMAC Inc
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Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Zynergy Retirement Planning
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Keystone Global Partners's SCHH Position: Q3 2026 in Review

Keystone Global Partners held its Schwab US REIT ETF (SCHH) position steady in Q3 2026 at 16,285 shares worth $359K. The position accounts for 0.13% of the portfolio, ranked #50.

Keystone Global Partners first reported a position in SCHH in Q1 2025 and has held it in 7 quarters since. The position peaked at $386K in Q2 2026. 419 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • Keystone Global Partners held 16,285 shares of Schwab US REIT ETF worth $359K as of Q3 2026.
  • Keystone Global Partners left its Schwab US REIT ETF share count unchanged in Q3 2026.
  • Schwab US REIT ETF made up 0.13% of Keystone Global Partners's portfolio in Q3 2026, its #50 holding.
  • Keystone Global Partners first reported a position in Schwab US REIT ETF in Q1 2025 and has held it in 7 quarters since.
  • Keystone Global Partners's Schwab US REIT ETF position peaked at $386K in Q2 2026.
  • 419 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.