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Jackson Thornton Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Jackson Thornton Wealth Management’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 		$9.34M Sell
394,256
-5,167
-1% -$120K 0.74% 20
2026
Q1 		$9.03M Sell
399,423
-27,187
-6% -$596K 0.81% 20
2025
Q4 		$8.98M Sell
426,610
-7,318
-2% -$155K 0.85% 18
2025
Q3 		$9.19M Sell
433,928
-14,519
-3% -$310K 0.93% 17
2025
Q2 		$9.49M Sell
448,447
-12,418
-3% -$260K 1.09% 15
2025
Q1 		$9.53M Buy
460,865
+22,622
+5% +$483K 1.27% 15
2024
Q4 		$9.23M Sell
438,243
-18,750
-4% -$419K 1.17% 15
2024
Q3 		$10.6M Sell
456,993
-13,050
-3% -$286K 1.4% 13
2024
Q2 		$9.39M Buy
470,043
+4,414
+0.9% +$86.1K 1.44% 12
2024
Q1 		$9.45M Buy
465,629
+9,125
+2% +$183K 1.6% 10
2023
Q4 		$9.45M Buy
456,504
+147,800
+48% +$2.75M 1.74% 10
2023
Q3 		$5.48M Buy
308,704
+50,927
+20% +$980K 1.14% 11
2023
Q2 		$5.03M Buy
257,777
+21,606
+9% +$414K 1.01% 10
2023
Q1 		$4.61M Buy
236,171
+203,634
+626% +$4.08M 1.04% 10
2022
Q4 		$628K Buy
32,537
+8,628
+36% +$166K 0.15% 17
2022
Q3 		$447K Buy
+23,909
New +$517K 0.12% 22

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 22.96% 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

Jackson Thornton Wealth Management's SCHH Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 1.3% in Q2 2026, selling an estimated $120K and leaving 394,256 shares worth $9.34M. The position accounts for 0.74% of the portfolio, ranked #20.

Jackson Thornton Wealth Management first reported a position in SCHH in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.6M in Q3 2024. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Jackson Thornton Wealth Management held 394,256 shares of Schwab US REIT ETF worth $9.34M as of Q2 2026.
  • Jackson Thornton Wealth Management sold 5,167 Schwab US REIT ETF shares in Q2 2026, an estimated $120K.
  • Schwab US REIT ETF made up 0.74% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Jackson Thornton Wealth Management first reported a position in Schwab US REIT ETF in Q3 2022 and has held it in 16 quarters since.
  • Jackson Thornton Wealth Management's Schwab US REIT ETF position peaked at $10.6M in Q3 2024.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.