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JDM Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

JDM Financial Group’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 		$148K Sell
6,252
-278
-4% -$6.48K 0.05% 68
2026
Q1 		$140K Hold
6,530
– – 0.05% 67
2025
Q4 		$136K Sell
6,530
-1,403
-18% -$29.7K 0.05% 72
2025
Q3 		$171K Buy
7,933
+4,485
+130% +$95.7K 0.07% 58
2025
Q2 		$73K Hold
3,448
– – 0.03% 74
2025
Q1 		$74.2K Hold
3,448
– – 0.04% 72
2024
Q4 		$72.6K Buy
3,448
+221
+7% +$4.94K 0.04% 67
2024
Q3 		$74.8K Buy
+3,227
New +$70.6K 0.04% 68

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

JDM Financial Group's SCHH Position: Q2 2026 in Review

JDM Financial Group reduced its Schwab US REIT ETF (SCHH) stake by 4.3% in Q2 2026, selling an estimated $6.48K and leaving 6,252 shares worth $148K. The position accounts for 0.05% of the portfolio, ranked #68.

JDM Financial Group first reported a position in SCHH in Q3 2024 and has held it in 8 quarters since. The position peaked at $171K in Q3 2025. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • JDM Financial Group held 6,252 shares of Schwab US REIT ETF worth $148K as of Q2 2026.
  • JDM Financial Group sold 278 Schwab US REIT ETF shares in Q2 2026, an estimated $6.48K.
  • Schwab US REIT ETF made up 0.05% of JDM Financial Group's portfolio in Q2 2026, its #68 holding.
  • JDM Financial Group first reported a position in Schwab US REIT ETF in Q3 2024 and has held it in 8 quarters since.
  • JDM Financial Group's Schwab US REIT ETF position peaked at $171K in Q3 2025.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.