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Glass Jacobson Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Glass Jacobson Investment 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
Q1 		$15.8K Buy
736
+1
+0.1% +$22 0.01% 432
2025
Q4 		$15.4K Buy
735
+144
+24% +$3.05K 0.01% 421
2025
Q3 		$12.7K Buy
591
+127
+27% +$2.71K ﹤0.01% 430
2025
Q2 		$9.82K Sell
464
-1,035
-69% -$21.7K ﹤0.01% 428
2025
Q1 		$31.6K Hold
1,499
– – 0.01% 441
2024
Q4 		$31.6K Hold
1,499
– – 0.01% 441
2024
Q3 		$34.7K Hold
1,499
– – 0.01% 424
2024
Q2 		$29.9K Hold
1,499
– – 0.01% 420
2024
Q1 		$30.4K Hold
1,499
– – 0.01% 427
2023
Q4 		$31K Hold
1,499
– – 0.01% 389
2023
Q3 		$26.6K Sell
1,499
-538
-26% -$10.4K 0.01% 394
2023
Q2 		$39.8K Buy
+2,037
New +$39.1K 0.02% 349
2022
Q4 		$28.9K Buy
+1,499
New +$28.8K 0.01% 393

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Glass Jacobson Investment Advisors's SCHH Position: Q1 2026 in Review

Glass Jacobson Investment Advisors increased its Schwab US REIT ETF (SCHH) stake by 0.14% in Q1 2026, buying an estimated $22 and bringing the position to 736 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #432.

Glass Jacobson Investment Advisors first reported a position in SCHH in Q4 2022 and has held it in 13 quarters since. The position peaked at $39.8K in Q2 2023. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Glass Jacobson Investment Advisors held 736 shares of Schwab US REIT ETF worth $15.8K as of Q1 2026.
  • Glass Jacobson Investment Advisors bought 1 Schwab US REIT ETF share in Q1 2026, an estimated $22.
  • Schwab US REIT ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #432 holding.
  • Glass Jacobson Investment Advisors first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 13 quarters since.
  • Glass Jacobson Investment Advisors's Schwab US REIT ETF position peaked at $39.8K in Q2 2023.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.