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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
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

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

MJT & Associates Financial Advisory's SCHH Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its Schwab US REIT ETF (SCHH) stake by 2.7% in Q2 2026, selling an estimated $653 and leaving 991 shares worth $23.5K. The position accounts for 0.02% of the portfolio, ranked #118.

MJT & Associates Financial Advisory first reported a position in SCHH in Q1 2025 and has held it in 6 quarters since. The position peaked at $138K in Q1 2025. 206 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • MJT & Associates Financial Advisory held 991 shares of Schwab US REIT ETF worth $23.5K as of Q2 2026.
  • MJT & Associates Financial Advisory sold 28 Schwab US REIT ETF shares in Q2 2026, an estimated $653.
  • Schwab US REIT ETF made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #118 holding.
  • MJT & Associates Financial Advisory first reported a position in Schwab US REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Schwab US REIT ETF position peaked at $138K in Q1 2025.
  • 206 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.