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JTC Employer Solutions Trustee’s Schwab US REIT ETF SCHH Stock Holding History

JTC Employer Solutions Trustee’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 		$470K Hold
19,850
– – 0.04% 97
2026
Q1 		$427K Hold
19,850
– – 0.04% 97
2025
Q4 		$414K Hold
19,850
– – 0.03% 99
2025
Q3 		$428K Hold
19,850
– – 0.04% 87
2025
Q2 		$419K Hold
19,850
– – 0.04% 86
2025
Q1 		$427K Hold
19,850
– – 0.04% 85
2024
Q4 		$414K Hold
19,850
– – 0.03% 89
2024
Q3 		$460K Hold
19,850
– – 0.03% 85
2024
Q2 		$396K Hold
19,850
– – 0.03% 87
2024
Q1 		$401K Hold
19,850
– – 0.03% 92
2023
Q4 		$416K Hold
19,850
– – 0.04% 88
2023
Q3 		$352K Hold
19,850
– – 0.03% 91
2023
Q2 		$387K Hold
19,850
– – 0.04% 88
2023
Q1 		$387K Hold
19,850
– – 0.04% 88
2022
Q4 		$382K Hold
19,850
– – 0.03% 90
2022
Q3 		$371K Sell
19,850
-8,025
-29% -$174K 0.06% 76
2022
Q2 		$588K Buy
27,875
+1,900
+7% +$43.7K 0.08% 56
2022
Q1 		$647K Buy
25,975
+6,125
+31% +$148K 0.07% 59
2021
Q4 		$523K Hold
19,850
– – 0.06% 67
2021
Q3 		$454K Hold
19,850
– – 0.06% 70
2021
Q2 		$454K Buy
+19,850
New +$441K 0.07% 59

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

JTC Employer Solutions Trustee's SCHH Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 19,850 shares worth $470K. The position accounts for 0.04% of the portfolio, ranked #97.

JTC Employer Solutions Trustee first reported a position in SCHH in Q2 2021 and has held it in 21 quarters since. The position peaked at $647K in Q1 2022. 597 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • JTC Employer Solutions Trustee held 19,850 shares of Schwab US REIT ETF worth $470K as of Q2 2026.
  • JTC Employer Solutions Trustee left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up 0.04% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #97 holding.
  • JTC Employer Solutions Trustee first reported a position in Schwab US REIT ETF in Q2 2021 and has held it in 21 quarters since.
  • JTC Employer Solutions Trustee's Schwab US REIT ETF position peaked at $647K in Q1 2022.
  • 597 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.