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M Wealth Management LLC’s Schwab US REIT ETF SCHH Stock Holding History

M Wealth Management LLC’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 		$363K Sell
15,343
-152
-1% -$3.54K 0.29% 46
2026
Q1 		$333K Sell
15,495
-9,485
-38% -$208K 0.28% 43
2025
Q4 		$522K Sell
24,980
-4,955
-17% -$105K 0.45% 28
2025
Q3 		$646K Sell
29,935
-799
-3% -$17K 0.57% 26
2025
Q2 		$650K Hold
30,734
– – 0.6% 24
2025
Q1 		$661K Sell
30,734
-741
-2% -$15.8K 0.62% 22
2024
Q4 		$663K Buy
+31,475
New +$703K 0.61% 22

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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 Wealth Management LLC's SCHH Position: Q2 2026 in Review

M Wealth Management LLC reduced its Schwab US REIT ETF (SCHH) stake by 0.98% in Q2 2026, selling an estimated $3.54K and leaving 15,343 shares worth $363K. The position accounts for 0.29% of the portfolio, ranked #46.

M Wealth Management LLC first reported a position in SCHH in Q4 2024 and has held it in 7 quarters since. The position peaked at $663K in Q4 2024. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • M Wealth Management LLC held 15,343 shares of Schwab US REIT ETF worth $363K as of Q2 2026.
  • M Wealth Management LLC sold 152 Schwab US REIT ETF shares in Q2 2026, an estimated $3.54K.
  • Schwab US REIT ETF made up 0.29% of M Wealth Management LLC's portfolio in Q2 2026, its #46 holding.
  • M Wealth Management LLC first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • M Wealth Management LLC's Schwab US REIT ETF position peaked at $663K in Q4 2024.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.