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Johnson Financial Group Inc (Wisconsin)’s Schwab US REIT ETF SCHH Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$2.89K Hold
122
– – ﹤0.01% 742
2026
Q1 		$2.62K Hold
122
– – ﹤0.01% 756
2025
Q4 		$2.55K Sell
122
-2,278
-95% -$48.3K ﹤0.01% 785
2025
Q3 		$51.8K Sell
2,400
-7
-0.3% -$149 ﹤0.01% 597
2025
Q2 		$50.9K Buy
+2,407
New +$50.4K ﹤0.01% 456
2025
Q1 		– Sell
-730
Closed -$15.5K – 937
2024
Q4 		$15.5K Buy
+730
New +$16.3K ﹤0.01% 615
2023
Q4 		– Sell
-313
Closed -$5.56K – 980
2023
Q3 		$5.56K Buy
313
+146
+87% +$2.81K ﹤0.01% 557
2023
Q2 		$3.26K Sell
167
-884
-84% -$16.9K ﹤0.01% 605
2023
Q1 		$20.5K Buy
1,051
+13
+1% +$260 ﹤0.01% 489
2022
Q4 		$20K Buy
1,038
+6
+0.6% +$115 ﹤0.01% 437
2022
Q3 		$20K Buy
1,032
+11
+1% +$238 ﹤0.01% 442
2022
Q2 		$21K Buy
1,021
+7
+0.7% +$161 ﹤0.01% 470
2022
Q1 		$25K Sell
1,014
-1,166
-53% -$28.1K ﹤0.01% 511
2021
Q4 		$57K Hold
2,180
– – ﹤0.01% 432
2021
Q3 		$50K Hold
2,180
– – ﹤0.01% 406
2021
Q2 		$50K Hold
2,180
– – ﹤0.01% 415
2021
Q1 		$45K Buy
+2,180
New +$42.6K ﹤0.01% 409

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SCHH Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 122 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Johnson Financial Group Inc (Wisconsin) first reported a position in SCHH in Q1 2021 and has held it in 17 quarters since. The position peaked at $57K in Q4 2021. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 122 shares of Schwab US REIT ETF worth $2.89K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #742 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Schwab US REIT ETF in Q1 2021 and has held it in 17 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Schwab US REIT ETF position peaked at $57K in Q4 2021.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.