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Juncture Wealth Strategies’s Schwab US REIT ETF SCHH Stock Holding History

Juncture Wealth Strategies’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
Q1 		– Sell
-32,174
Closed -$672K – 143
2025
Q4 		$672K Sell
32,174
-1,230
-4% -$26.1K 0.22% 63
2025
Q3 		$721K Sell
33,404
-274
-0.8% -$5.84K 0.24% 59
2025
Q2 		$713K Sell
33,678
-2,040
-6% -$42.7K 0.25% 55
2025
Q1 		$768K Buy
35,718
+6,323
+22% +$135K 0.3% 58
2024
Q4 		$619K Sell
29,395
-1,019
-3% -$22.8K 0.23% 63
2024
Q3 		$705K Buy
30,414
+1,194
+4% +$26.1K 0.27% 57
2024
Q2 		$584K Buy
29,220
+398
+1% +$7.76K 0.24% 57
2024
Q1 		$585K Buy
28,822
+96
+0.3% +$1.93K 0.25% 53
2023
Q4 		$595K Buy
28,726
+483
+2% +$8.98K 0.27% 67
2023
Q3 		$501K Sell
28,243
-17,997
-39% -$346K 0.25% 80
2023
Q2 		$903K Sell
46,240
-10,307
-18% -$198K 0.42% 44
2023
Q1 		$1.1M Sell
56,547
-12,338
-18% -$247K 0.54% 33
2022
Q4 		$1.33M Sell
68,885
-122,193
-64% -$2.35M 0.63% 33
2022
Q3 		$3.57M Buy
+191,078
New +$4.13M 1.78% 18

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Juncture Wealth Strategies's SCHH Position: Q1 2026 in Review

Juncture Wealth Strategies sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 32,174 shares — an estimated $672K sold.

Juncture Wealth Strategies first reported a position in SCHH in Q3 2022 and held it in 14 quarters. The position peaked at $3.57M in Q3 2022. 570 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • Juncture Wealth Strategies reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Juncture Wealth Strategies sold 32,174 Schwab US REIT ETF shares in Q1 2026, an estimated $672K.
  • Juncture Wealth Strategies first reported a position in Schwab US REIT ETF in Q3 2022 and held it in 14 quarters.
  • Juncture Wealth Strategies's Schwab US REIT ETF position peaked at $3.57M in Q3 2022.
  • 570 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on Juncture Wealth Strategies's 13F filing for Q1 2026, filed 15 Apr 2026.