John Boyer Inc’s Schwab US REIT ETF SCHH Stock Holding History

John Boyer Inc’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 Q3	$18.3K	Buy	+832	New	+$19.7K	0.01%	140

Other funds holding SCHH

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.75B AUM 16.66% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return

Elm Partners Management Philadelphia, Pennsylvania $3.56B AUM 10.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

John Boyer Inc's SCHH Position: Q3 2026 in Review

John Boyer Inc opened a new position in Schwab US REIT ETF (SCHH) in Q3 2026: 832 shares worth $18.3K. The stake represents 0.01% of the portfolio and ranks #140 among its holdings.

484 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

John Boyer Inc held 832 shares of Schwab US REIT ETF worth $18.3K as of Q3 2026.
Schwab US REIT ETF was a new John Boyer Inc position in Q3 2026.
Schwab US REIT ETF made up 0.01% of John Boyer Inc's portfolio in Q3 2026, its #140 holding.
484 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on John Boyer Inc's 13F filing for Q3 2026, filed 27 Oct 2026.