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 $49.2B AUM 14.31% 1-Year Est. Return

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

Fidelity Investments

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

Creative Planning

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

Northwestern Mutual Wealth Management

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

Envestnet Portfolio Solutions

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

Cerity Partners

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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

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