Kings Path Partners
SCHH icon

Kings Path Partners’s Schwab US REIT ETF SCHH Stock Holding History

Kings Path 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 		$19 Hold
1
– – ﹤0.01% 374
2026
Q2 		$21 Hold
1
– – ﹤0.01% 351
2026
Q1 		$19 Hold
1
– – ﹤0.01% 290
2025
Q4 		$18 Hold
1
– – ﹤0.01% 294
2025
Q3 		$19 Hold
1
– – ﹤0.01% 318
2025
Q2 		$18 Buy
+1
New +$21 ﹤0.01% 283

Other funds holding SCHH

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DUMAC Inc
DUMAC Inc Durham, North Carolina $1.75B AUM 16.66% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
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
Manning & Napier Advisors
Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return
Elm Partners Management
Elm Partners Management Philadelphia, Pennsylvania $3.56B AUM 10.96% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

Kings Path Partners's SCHH Position: Q3 2026 in Review

Kings Path Partners held its Schwab US REIT ETF (SCHH) position steady in Q3 2026 at 1 share worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Kings Path Partners first reported a position in SCHH in Q2 2025 and has held it in 6 quarters since. The position peaked at $21 in Q2 2026. 502 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • Kings Path Partners held 1 share of Schwab US REIT ETF worth $19 as of Q3 2026.
  • Kings Path Partners left its Schwab US REIT ETF share count unchanged in Q3 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Kings Path Partners's portfolio in Q3 2026, its #374 holding.
  • Kings Path Partners first reported a position in Schwab US REIT ETF in Q2 2025 and has held it in 6 quarters since.
  • Kings Path Partners's Schwab US REIT ETF position peaked at $21 in Q2 2026.
  • 502 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.