JFS Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

JFS Wealth Advisors’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	$1.66K	Hold	70	–	–	﹤0.01%	1661
2026 Q1	$1.5K	Hold	70	–	–	﹤0.01%	1584
2025 Q4	$1.46K	Hold	70	–	–	﹤0.01%	1632
2025 Q3	$1.51K	Hold	70	–	–	﹤0.01%	1505
2025 Q2	$1.48K	Hold	70	–	–	﹤0.01%	1470
2025 Q1	$1.51K	Hold	70	–	–	﹤0.01%	1563
2024 Q4	$1.48K	Hold	70	–	–	﹤0.01%	1583
2024 Q3	$1.62K	Hold	70	–	–	﹤0.01%	1567
2024 Q2	$1.4K	Hold	70	–	–	﹤0.01%	1568
2024 Q1	$1.42K	Hold	70	–	–	﹤0.01%	1560
2023 Q4	$1.45K	Hold	70	–	–	﹤0.01%	1546
2023 Q3	$1.24K	Hold	70	–	–	﹤0.01%	1527
2023 Q2	$1.37K	Hold	70	–	–	﹤0.01%	1506
2023 Q1	$1.36K	Hold	70	–	–	﹤0.01%	1498
2022 Q4	$1.35K	Hold	70	–	–	﹤0.01%	1516
2022 Q3	$1K	Hold	70	–	–	﹤0.01%	1639
2022 Q2	$1K	Hold	70	–	–	﹤0.01%	1629
2022 Q1	$2K	Hold	70	–	–	﹤0.01%	1486
2021 Q4	$2K	Hold	70	–	–	﹤0.01%	1153
2021 Q3	$2K	Buy	+70	New	+$1.67K	﹤0.01%	784
2019 Q4	–	Sell	-14	Closed	–	–	544
2019 Q3	$0	Buy	+14	New	+$321	﹤0.01%	533

Other funds holding SCHH

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return