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MJT & Associates Financial Advisory’s Schwab US REIT ETF SCHH Stock Holding History

MJT & Associates Financial Advisory’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 		$21.8K Hold
991
– – 0.01% 111
2026
Q2 		$23.5K Sell
991
-28
-3% -$653 0.02% 118
2026
Q1 		$21.9K Sell
1,019
-4,133
-80% -$90.6K 0.02% 118
2025
Q4 		$108K Sell
5,152
-258
-5% -$5.47K 0.08% 59
2025
Q3 		$117K Sell
5,410
-936
-15% -$20K 0.09% 56
2025
Q2 		$134K Sell
6,346
-49
-0.8% -$1.03K 0.17% 59
2025
Q1 		$138K Buy
+6,395
New +$137K 0.13% 67

Other funds holding SCHH

CST
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

MJT & Associates Financial Advisory's SCHH Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Schwab US REIT ETF (SCHH) position steady in Q3 2026 at 991 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #111.

MJT & Associates Financial Advisory first reported a position in SCHH in Q1 2025 and has held it in 7 quarters since. The position peaked at $138K in Q1 2025. 97 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • MJT & Associates Financial Advisory held 991 shares of Schwab US REIT ETF worth $21.8K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Schwab US REIT ETF share count unchanged in Q3 2026.
  • Schwab US REIT ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #111 holding.
  • MJT & Associates Financial Advisory first reported a position in Schwab US REIT ETF in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Schwab US REIT ETF position peaked at $138K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.