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M Holdings Securities’s Schwab US REIT ETF SCHH Stock Holding History

M Holdings Securities’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
-14,712
Closed -$307K – 311
2025
Q4 		$307K Buy
+14,712
New +$312K 0.02% 275
2019
Q2 		– Sell
-10,926
Closed -$243K – 310
2019
Q1 		$243K Sell
10,926
-74
-0.7% -$1.57K 0.06% 312
2018
Q4 		$212K Sell
11,000
-1,124
-9% -$22.9K 0.07% 299
2018
Q3 		$253K Sell
12,124
-20
-0.2% -$423 0.07% 299
2018
Q2 		$254K Sell
12,144
-4
-0% -$79 0.07% 296
2018
Q1 		$232K Buy
12,148
+1,376
+13% +$26.5K 0.07% 282
2017
Q4 		$224K Sell
10,772
-1,470
-12% -$30.6K 0.07% 280
2017
Q3 		$252K Buy
12,242
+556
+5% +$11.5K 0.08% 267
2017
Q2 		$241K Buy
11,686
+1,442
+14% +$29.6K 0.08% 254
2017
Q1 		$209K Buy
10,244
+100
+1% +$2.05K 0.08% 253
2016
Q4 		$208K Sell
10,144
-616
-6% -$12.4K 0.07% 235
2016
Q3 		$229K Sell
10,760
-150
-1% -$3.29K 0.1% 222
2016
Q2 		$237K Sell
10,910
-380
-3% -$7.84K 0.12% 206
2016
Q1 		$234K Buy
11,290
+216
+2% +$4.15K 0.14% 180
2015
Q4 		$219K Sell
11,074
-750
-6% -$14.7K 0.15% 173
2015
Q3 		$220K Sell
11,824
-11,846
-50% -$222K 0.16% 162
2015
Q2 		$430K Buy
23,670
+2
+0% +$39 0.29% 101
2015
Q1 		$480K Sell
23,668
-534
-2% -$10.9K 0.31% 97
2014
Q4 		$471K Buy
+24,202
New +$453K 0.31% 99
2014
Q3 		– Sell
-20,774
Closed -$367K – 538
2014
Q2 		$367K Buy
20,774
+162
+0.8% +$2.81K 0.23% 115
2014
Q1 		$341K Buy
20,612
+218
+1% +$3.49K 0.36% 80
2013
Q4 		$308K Buy
+20,394
New +$318K 0.22% 120

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

M Holdings Securities's SCHH Position: Q1 2026 in Review

M Holdings Securities sold out of Schwab US REIT ETF (SCHH) in Q1 2026, closing a stake of 14,712 shares — an estimated $307K sold.

M Holdings Securities first reported a position in SCHH in Q4 2013 and held it in 22 quarters. The position peaked at $480K in Q1 2015. 570 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • M Holdings Securities reported no remaining Schwab US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • M Holdings Securities sold 14,712 Schwab US REIT ETF shares in Q1 2026, an estimated $307K.
  • M Holdings Securities first reported a position in Schwab US REIT ETF in Q4 2013 and held it in 22 quarters.
  • M Holdings Securities's Schwab US REIT ETF position peaked at $480K in Q1 2015.
  • 570 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.