Farmers & Merchants Investments Inc’s Schwab US REIT ETF SCHH Stock Holding History

Farmers & Merchants Investments Inc’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
2025 Q2	–	Sell	-810	Closed	-$17.4K	–	1764
2025 Q1	$17.4K	Hold	810	–	–	﹤0.01%	575
2024 Q4	$17.1K	Hold	810	–	–	﹤0.01%	596
2024 Q3	$18.8K	Sell	810 -1,258	-61%	-$27.5K	﹤0.01%	582
2024 Q2	$41.3K	Buy	+2,068	New	+$40.3K	﹤0.01%	457
2023 Q2	–	Sell	-220	Closed	-$4.29K	–	1786
2023 Q1	$4.29K	Buy	+220	New	+$4.41K	﹤0.01%	752
2022 Q1	–	Sell	-410	Closed	-$11K	–	1015
2021 Q4	$11K	Buy	+410	New	+$10.1K	﹤0.01%	742
2018 Q4	–	Sell	-1,332	Closed	-$28K	–	832
2018 Q3	$28K	Hold	1,332	–	–	﹤0.01%	383
2018 Q2	$28K	Buy	+1,332	New	+$26.4K	﹤0.01%	392
2016 Q3	–	Sell	-824	Closed	-$18K	–	761
2016 Q2	$18K	Buy	+824	New	+$17K	﹤0.01%	377

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BEI

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Farmers & Merchants Investments Inc's SCHH Position: Q2 2025 in Review

Farmers & Merchants Investments Inc sold out of Schwab US REIT ETF (SCHH) in Q2 2025, closing a stake of 810 shares — an estimated $17.4K sold.

Farmers & Merchants Investments Inc first reported a position in SCHH in Q2 2016 and held it in 9 quarters. The position peaked at $41.3K in Q2 2024. 517 funds tracked by Wall St. Rank hold SCHH as of Q2 2025.

Farmers & Merchants Investments Inc reported no remaining Schwab US REIT ETF position as of Q2 2025 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 810 Schwab US REIT ETF shares in Q2 2025, an estimated $17.4K.
Farmers & Merchants Investments Inc first reported a position in Schwab US REIT ETF in Q2 2016 and held it in 9 quarters.
Farmers & Merchants Investments Inc's Schwab US REIT ETF position peaked at $41.3K in Q2 2024.
517 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2025, filed 14 Jul 2025.