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

Signature Resources 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	$4.59K	Sell	194 -30	-13%	-$699	﹤0.01%	436
2026 Q1	$4.81K	Buy	224 +103	+85%	+$2.26K	﹤0.01%	393
2025 Q4	$2.53K	Hold	121	–	–	﹤0.01%	453
2025 Q3	$2.61K	Buy	+121	New	+$2.58K	﹤0.01%	397
2025 Q2	–	Sell	-257	Closed	-$5.53K	–	544
2025 Q1	$5.53K	Hold	257	–	–	﹤0.01%	255
2024 Q4	$5.41K	Hold	257	–	–	﹤0.01%	247
2024 Q3	$5.96K	Hold	257	–	–	0.01%	243
2024 Q2	$5.13K	Hold	257	–	–	﹤0.01%	257
2024 Q1	$5.32K	Sell	257 -34	-12%	-$682	0.01%	241
2023 Q4	$6.03K	Buy	+291	New	+$5.41K	0.01%	228

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Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return