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DHJJ Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

DHJJ Financial Advisors’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 		$15.1K Hold
637
– – ﹤0.01% 577
2026
Q1 		$13.7K Hold
637
– – ﹤0.01% 580
2025
Q4 		$13.3K Hold
637
– – ﹤0.01% 549
2025
Q3 		$13.7K Hold
637
– – ﹤0.01% 527
2025
Q2 		$13.5K Buy
637
+5
+0.8% +$105 ﹤0.01% 516
2025
Q1 		$13.6K Buy
632
+3
+0.5% +$64 0.01% 474
2024
Q4 		$13.2K Buy
629
+7
+1% +$156 0.01% 464
2024
Q3 		$14.4K Buy
622
+10
+2% +$219 0.01% 451
2024
Q2 		$12.2K Hold
612
– – 0.01% 439
2024
Q1 		$12.4K Buy
612
+3
+0.5% +$60 0.01% 428
2023
Q4 		$12.6K Buy
609
+7
+1% +$130 0.01% 418
2023
Q3 		$10.7K Buy
+602
New +$11.6K 0.01% 428

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

DHJJ Financial Advisors's SCHH Position: Q2 2026 in Review

DHJJ Financial Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 637 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

DHJJ Financial Advisors first reported a position in SCHH in Q3 2023 and has held it in 12 quarters since. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • DHJJ Financial Advisors held 637 shares of Schwab US REIT ETF worth $15.1K as of Q2 2026.
  • DHJJ Financial Advisors left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #577 holding.
  • DHJJ Financial Advisors first reported a position in Schwab US REIT ETF in Q3 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 DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.