M&R Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

M&R Capital Management’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
2024 Q3	$7.32K	Buy	316 +4	+1%	+$88	﹤0.01%	423
2024 Q2	$6.23K	Buy	312 +20	+7%	+$390	﹤0.01%	425
2024 Q1	$5.93K	Sell	292 -160	-35%	-$3.21K	﹤0.01%	431
2023 Q4	$9.36K	Buy	452 +50	+12%	+$929	﹤0.01%	407
2023 Q3	$7.14K	Buy	402 +34	+9%	+$654	﹤0.01%	425
2023 Q2	$7.19K	Buy	368 +292	+384%	+$5.6K	﹤0.01%	426
2023 Q1	$1.48K	Hold	76	–	–	﹤0.01%	561
2022 Q4	$1.47K	Buy	+76	New	+$1.46K	﹤0.01%	542

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

M&R Capital Management's SCHH Position: Q3 2024 in Review

M&R Capital Management increased its Schwab US REIT ETF (SCHH) stake by 1.3% in Q3 2024, buying an estimated $88 and bringing the position to 316 shares worth $7.32K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

M&R Capital Management first reported a position in SCHH in Q4 2022 and has held it in 8 quarters since. The position peaked at $9.36K in Q4 2023. 505 funds tracked by Wall St. Rank hold SCHH as of Q3 2024.

M&R Capital Management held 316 shares of Schwab US REIT ETF worth $7.32K as of Q3 2024.
M&R Capital Management bought 4 Schwab US REIT ETF shares in Q3 2024, an estimated $88.
Schwab US REIT ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #423 holding.
M&R Capital Management first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 8 quarters since.
M&R Capital Management's Schwab US REIT ETF position peaked at $9.36K in Q4 2023.
505 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.