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

Stevens Capital 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 		– Sell
-10,119
Closed -$217K – 163
2026
Q1 		$217K Buy
+10,119
New +$222K 0.05% 121

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Creative Planning
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Envestnet Asset Management
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DI
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Two Sigma Investments
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Cerity Partners
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BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Stevens Capital Partners's SCHH Position: Q2 2026 in Review

Stevens Capital Partners sold out of Schwab US REIT ETF (SCHH) in Q2 2026, closing a stake of 10,119 shares — an estimated $217K sold.

Stevens Capital Partners first reported a position in SCHH in Q1 2026 and held it in 1 quarter. The position peaked at $217K in Q1 2026. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Stevens Capital Partners reported no remaining Schwab US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Stevens Capital Partners sold 10,119 Schwab US REIT ETF shares in Q2 2026, an estimated $217K.
  • Stevens Capital Partners first reported a position in Schwab US REIT ETF in Q1 2026 and held it in 1 quarter.
  • Stevens Capital Partners's Schwab US REIT ETF position peaked at $217K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.