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Johnson Financial Group LLC (Colorado)’s Schwab US REIT ETF SCHH Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$1.52M Sell
64,289
-36,932
-36% -$861K 0.08% 64
2026
Q1 		$2.18M Sell
101,221
-27,785
-22% -$609K 0.14% 38
2025
Q4 		$2.69M Buy
129,006
+43,339
+51% +$919K 0.17% 30
2025
Q3 		$1.85M Hold
85,667
– – 0.17% 23
2025
Q2 		$1.81M Sell
85,667
-20,999
-20% -$440K 0.17% 24
2025
Q1 		$2.29M Buy
106,666
+894
+0.8% +$19.1K 0.24% 22
2024
Q4 		$2.23M Buy
105,772
+25,822
+32% +$577K 0.26% 20
2024
Q3 		$1.85M Hold
79,950
– – 0.23% 16
2024
Q2 		$1.6M Sell
79,950
-16,736
-17% -$326K 0.21% 15
2024
Q1 		$1.96M Sell
96,686
-575
-0.6% -$11.5K 0.25% 16
2023
Q4 		$2.01M Buy
+97,261
New +$1.81M 0.26% 18
2022
Q4 		– Sell
-191,204
Closed -$3.57M – 49
2022
Q3 		$3.57M Buy
191,204
+173,697
+992% +$3.76M 0.49% 21
2022
Q2 		$369K Buy
+17,507
New +$403K 0.08% 34
2019
Q1 		– Sell
-114,108
Closed -$2.2M – 30
2018
Q4 		$2.2M Buy
+114,108
New +$2.33M 1.18% 18

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 22.96% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s SCHH Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its Schwab US REIT ETF (SCHH) stake by 36% in Q2 2026, selling an estimated $861K and leaving 64,289 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #64.

Johnson Financial Group LLC (Colorado) first reported a position in SCHH in Q4 2018 and has held it in 14 quarters since. The position peaked at $3.57M in Q3 2022. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 64,289 shares of Schwab US REIT ETF worth $1.52M as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) sold 36,932 Schwab US REIT ETF shares in Q2 2026, an estimated $861K.
  • Schwab US REIT ETF made up 0.08% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #64 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Schwab US REIT ETF in Q4 2018 and has held it in 14 quarters since.
  • Johnson Financial Group LLC (Colorado)'s Schwab US REIT ETF position peaked at $3.57M in Q3 2022.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.