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

JFG 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
2025 Q3	$691K	Sell	32,022 -308	-1%	-$6.57K	0.14%	38
2025 Q2	$684K	Sell	32,330 -1,842	-5%	-$38.6K	0.14%	32
2025 Q1	$735K	Sell	34,172 -5,045	-13%	-$108K	0.17%	36
2024 Q4	$826K	Buy	39,217 +3,738	+11%	+$83.5K	0.19%	44
2024 Q3	$822K	Hold	35,479	–	–	0.23%	30
2024 Q2	$709K	Sell	35,479 -26,743	-43%	-$522K	0.2%	25
2024 Q1	$1.26M	Buy	62,222 +4	+0%	+$80	0.34%	18
2023 Q4	$1.29M	Buy	+62,218	New	+$1.16M	0.37%	20
2022 Q4	–	Sell	-123,961	Closed	-$2.32M	–	44
2022 Q3	$2.32M	Buy	+123,961	New	+$2.68M	0.78%	16
2020 Q4	–	Sell	-84	Closed	-$1.5K	–	66
2020 Q3	$1.5K	Buy	+84	New	+$1.51K	﹤0.01%	52
2019 Q1	–	Sell	-28,346	Closed	-$545K	–	21
2018 Q4	$545K	Buy	+28,346	New	+$579K	0.49%	19

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

JFG Wealth Management's SCHH Position: Q3 2025 in Review

JFG Wealth Management reduced its Schwab US REIT ETF (SCHH) stake by 0.95% in Q3 2025, selling an estimated $6.57K and leaving 32,022 shares worth $691K. The position accounts for 0.14% of the portfolio, ranked #38.

JFG Wealth Management first reported a position in SCHH in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.32M in Q3 2022. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

JFG Wealth Management held 32,022 shares of Schwab US REIT ETF worth $691K as of Q3 2025.
JFG Wealth Management sold 308 Schwab US REIT ETF shares in Q3 2025, an estimated $6.57K.
Schwab US REIT ETF made up 0.14% of JFG Wealth Management's portfolio in Q3 2025, its #38 holding.
JFG Wealth Management first reported a position in Schwab US REIT ETF in Q4 2018 and has held it in 11 quarters since.
JFG Wealth Management's Schwab US REIT ETF position peaked at $2.32M in Q3 2022.
539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.