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JNBA Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History

JNBA Financial 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
2025
Q1 		– Sell
-1,334
Closed -$28.1K – 678
2024
Q4 		$28.1K Buy
+1,334
New +$29.8K ﹤0.01% 346
2024
Q1 		– Sell
-116,328
Closed -$2.41M – 722
2023
Q4 		$2.41M Sell
116,328
-6,304
-5% -$117K 0.27% 58
2023
Q3 		$2.18M Buy
122,632
+5,969
+5% +$115K 0.27% 61
2023
Q2 		$2.28M Sell
116,663
-8,367
-7% -$160K 0.27% 61
2023
Q1 		$2.44M Buy
125,030
+7,314
+6% +$146K 0.32% 57
2022
Q4 		$2.27M Buy
117,716
+77,445
+192% +$1.49M 0.32% 58
2022
Q3 		$753K Buy
40,271
+27,347
+212% +$592K 0.12% 103
2022
Q2 		$273K Buy
12,924
+12,374
+2,250% +$285K 0.04% 160
2022
Q1 		$14K Hold
550
– – ﹤0.01% 463
2021
Q4 		$14K Hold
550
– – ﹤0.01% 480
2021
Q3 		$13K Hold
550
– – ﹤0.01% 488
2021
Q2 		$13K Buy
+550
New +$12.2K ﹤0.01% 459
2019
Q4 		– Sell
-36
Closed -$1K – 625
2019
Q3 		$1K Buy
+36
New +$826 ﹤0.01% 570
2018
Q4 		– Sell
-25,758
Closed -$537K – 697
2018
Q3 		$537K Buy
25,758
+25,690
+37,779% +$543K 0.24% 74
2018
Q2 		$1K Buy
+68
New +$1.34K ﹤0.01% 519
2016
Q4 		– Sell
-1,690
Closed -$36K – 1182
2016
Q3 		$36K Buy
+1,690
New +$37K 0.01% 625

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

JNBA Financial Advisors's SCHH Position: Q1 2025 in Review

JNBA Financial Advisors sold out of Schwab US REIT ETF (SCHH) in Q1 2025, closing a stake of 1,334 shares — an estimated $28.1K sold.

JNBA Financial Advisors first reported a position in SCHH in Q3 2016 and held it in 16 quarters. The position peaked at $2.44M in Q1 2023. 509 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

  • JNBA Financial Advisors reported no remaining Schwab US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,334 Schwab US REIT ETF shares in Q1 2025, an estimated $28.1K.
  • JNBA Financial Advisors first reported a position in Schwab US REIT ETF in Q3 2016 and held it in 16 quarters.
  • JNBA Financial Advisors's Schwab US REIT ETF position peaked at $2.44M in Q1 2023.
  • 509 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on JNBA Financial Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.