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

JDH 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 		$217K Buy
+9,177
New +$214K 0.13% 55

Other funds holding SCHH

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

JDH Wealth Management's SCHH Position: Q2 2026 in Review

JDH Wealth Management opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 9,177 shares worth $217K. The stake represents 0.13% of the portfolio and ranks #55 among its holdings.

206 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • JDH Wealth Management held 9,177 shares of Schwab US REIT ETF worth $217K as of Q2 2026.
  • Schwab US REIT ETF was a new JDH Wealth Management position in Q2 2026.
  • Schwab US REIT ETF made up 0.13% of JDH Wealth Management's portfolio in Q2 2026, its #55 holding.
  • 206 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.