Jackson Grant Investment Advisers’s Schwab US REIT ETF SCHH Stock Holding History

Jackson Grant Investment Advisers’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	$4.65K	Buy	196 +1	+0.5%	+$23	﹤0.01%	365
2026 Q1	$4.19K	Buy	195 +1	+0.5%	+$22	﹤0.01%	357
2025 Q4	$4.05K	Buy	194 +2	+1%	+$42	﹤0.01%	363
2025 Q3	$4.14K	Buy	192 +2	+1%	+$43	﹤0.01%	365
2025 Q2	$4.03K	Buy	190 +1	+0.5%	+$21	﹤0.01%	338
2025 Q1	$4.07K	Buy	189 +1	+0.5%	+$21	﹤0.01%	328
2024 Q4	$3.96K	Buy	188 +2	+1%	+$45	﹤0.01%	336
2024 Q3	$4.31K	Buy	+186	New	+$4.07K	﹤0.01%	331

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Jackson Grant Investment Advisers's SCHH Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Schwab US REIT ETF (SCHH) stake by 0.51% in Q2 2026, buying an estimated $23 and bringing the position to 196 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Jackson Grant Investment Advisers first reported a position in SCHH in Q3 2024 and has held it in 8 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Jackson Grant Investment Advisers held 196 shares of Schwab US REIT ETF worth $4.65K as of Q2 2026.
Jackson Grant Investment Advisers bought 1 Schwab US REIT ETF share in Q2 2026, an estimated $23.
Schwab US REIT ETF made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #365 holding.
Jackson Grant Investment Advisers first reported a position in Schwab US REIT ETF in Q3 2024 and has held it in 8 quarters since.
594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.