LCWP
SCHH icon

Legacy Capital Wealth Partners’s Schwab US REIT ETF SCHH Stock Holding History

Legacy Capital Wealth 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 		$356K Buy
15,030
+105
+0.7% +$2.45K 0.07% 265
2026
Q1 		$321K Buy
14,925
+80
+0.5% +$1.75K 0.07% 284
2025
Q4 		$310K Buy
14,845
+156
+1% +$3.31K 0.07% 294
2025
Q3 		$317K Buy
14,689
+105
+0.7% +$2.24K 0.07% 301
2025
Q2 		$309K Sell
14,584
-353
-2% -$7.4K 0.07% 296
2025
Q1 		$321K Buy
14,937
+524
+4% +$11.2K 0.08% 267
2024
Q4 		$304K Buy
14,413
+162
+1% +$3.62K 0.08% 270
2024
Q3 		$330K Buy
14,251
+220
+2% +$4.81K 0.07% 260
2024
Q2 		$280K Buy
+14,031
New +$274K 0.07% 249
2024
Q1 		– Sell
-13,955
Closed -$289K – 295
2023
Q4 		$289K Buy
13,955
+159
+1% +$2.96K 0.08% 222
2023
Q3 		$245K Buy
+13,796
New +$265K 0.07% 237
2023
Q2 		– Sell
-13,555
Closed -$264K – 197
2023
Q1 		$264K Buy
+13,555
New +$271K 0.07% 209

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 22.9% 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

Legacy Capital Wealth Partners's SCHH Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Schwab US REIT ETF (SCHH) stake by 0.7% in Q2 2026, buying an estimated $2.45K and bringing the position to 15,030 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #265.

Legacy Capital Wealth Partners first reported a position in SCHH in Q1 2023 and has held it in 12 quarters since. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Legacy Capital Wealth Partners held 15,030 shares of Schwab US REIT ETF worth $356K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 105 Schwab US REIT ETF shares in Q2 2026, an estimated $2.45K.
  • Schwab US REIT ETF made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #265 holding.
  • Legacy Capital Wealth Partners first reported a position in Schwab US REIT ETF in Q1 2023 and has held it in 12 quarters since.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.