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

Jackson Hole 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
Q1 		$15.8K Hold
733
– – ﹤0.01% 278
2025
Q4 		$15.3K Hold
733
– – ﹤0.01% 273
2025
Q3 		$15.8K Hold
733
– – ﹤0.01% 269
2025
Q2 		$15.5K Hold
733
– – ﹤0.01% 251
2025
Q1 		$15.8K Hold
733
– – ﹤0.01% 247
2024
Q4 		$15.4K Hold
733
– – ﹤0.01% 247
2024
Q3 		$17K Hold
733
– – ﹤0.01% 239
2024
Q2 		$14.6K Hold
733
– – ﹤0.01% 243
2024
Q1 		$14.9K Hold
733
– – ﹤0.01% 244
2023
Q4 		$15.2K Hold
733
– – ﹤0.01% 242
2023
Q3 		$13K Hold
733
– – ﹤0.01% 230
2023
Q2 		$14.3K Buy
733
+213
+41% +$4.08K ﹤0.01% 243
2023
Q1 		$10.1K Hold
520
– – ﹤0.01% 275
2022
Q4 		$10K Hold
520
– – ﹤0.01% 239
2022
Q3 		$10K Hold
520
– – ﹤0.01% 238
2022
Q2 		$11K Hold
520
– – ﹤0.01% 217
2022
Q1 		$13K Hold
520
– – ﹤0.01% 223
2021
Q4 		$14K Hold
520
– – ﹤0.01% 212
2021
Q3 		$12K Hold
520
– – ﹤0.01% 224
2021
Q2 		$12K Hold
520
– – ﹤0.01% 221
2021
Q1 		$11K Hold
520
– – ﹤0.01% 220
2020
Q4 		$10K Hold
520
– – ﹤0.01% 195
2020
Q3 		$9K Hold
520
– – ﹤0.01% 173
2020
Q2 		$9K Hold
520
– – 0.01% 160
2020
Q1 		$9K Hold
520
– – 0.01% 151
2019
Q4 		$12K Hold
520
– – 0.01% 193
2019
Q3 		$12K Hold
520
– – 0.01% 189
2019
Q2 		$12K Hold
520
– – 0.01% 181
2019
Q1 		$12K Buy
+520
New +$11K 0.01% 148

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

Jackson Hole Capital Partners's SCHH Position: Q1 2026 in Review

Jackson Hole Capital Partners held its Schwab US REIT ETF (SCHH) position steady in Q1 2026 at 733 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Jackson Hole Capital Partners first reported a position in SCHH in Q1 2019 and has held it in 29 quarters since. The position peaked at $17K in Q3 2024. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Jackson Hole Capital Partners held 733 shares of Schwab US REIT ETF worth $15.8K as of Q1 2026.
  • Jackson Hole Capital Partners left its Schwab US REIT ETF share count unchanged in Q1 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #278 holding.
  • Jackson Hole Capital Partners first reported a position in Schwab US REIT ETF in Q1 2019 and has held it in 29 quarters since.
  • Jackson Hole Capital Partners's Schwab US REIT ETF position peaked at $17K in Q3 2024.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.