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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

JFS Wealth Advisors's SCHH Position: Q2 2026 in Review

JFS Wealth Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 70 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

JFS Wealth Advisors first reported a position in SCHH in Q3 2019 and has held it in 21 quarters since. The position peaked at $2K in Q1 2022. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

JFS Wealth Advisors held 70 shares of Schwab US REIT ETF worth $1.66K as of Q2 2026.
JFS Wealth Advisors left its Schwab US REIT ETF share count unchanged in Q2 2026.
Schwab US REIT ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1661 holding.
JFS Wealth Advisors first reported a position in Schwab US REIT ETF in Q3 2019 and has held it in 21 quarters since.
JFS Wealth Advisors's Schwab US REIT ETF position peaked at $2K in Q1 2022.
591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.