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Mangham Associates’s Schwab US REIT ETF SCHH Stock Holding History

Mangham Associates’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
2023
Q3 		$236K Sell
13,313
-2,811
-17% -$54.1K 0.44% 14
2023
Q2 		$315K Buy
16,124
+133
+0.8% +$2.55K 0.54% 16
2023
Q1 		$312K Buy
15,991
+243
+2% +$4.87K 0.49% 16
2022
Q4 		$304K Buy
15,748
+110
+0.7% +$2.12K 0.44% 16
2022
Q3 		$293K Buy
15,638
+97
+0.6% +$2.1K 0.35% 15
2022
Q2 		$327K Buy
15,541
+5,807
+60% +$134K 0.35% 13
2022
Q1 		$240K Buy
+9,734
New +$235K 0.23% 10

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Mangham Associates's SCHH Position: Q3 2023 in Review

Mangham Associates reduced its Schwab US REIT ETF (SCHH) stake by 17% in Q3 2023, selling an estimated $54.1K and leaving 13,313 shares worth $236K. The position accounts for 0.44% of the portfolio, ranked #14.

Mangham Associates first reported a position in SCHH in Q1 2022 and has held it in 7 quarters since. The position peaked at $327K in Q2 2022. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

  • Mangham Associates held 13,313 shares of Schwab US REIT ETF worth $236K as of Q3 2023.
  • Mangham Associates sold 2,811 Schwab US REIT ETF shares in Q3 2023, an estimated $54.1K.
  • Schwab US REIT ETF made up 0.44% of Mangham Associates's portfolio in Q3 2023, its #14 holding.
  • Mangham Associates first reported a position in Schwab US REIT ETF in Q1 2022 and has held it in 7 quarters since.
  • Mangham Associates's Schwab US REIT ETF position peaked at $327K in Q2 2022.
  • 460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

Based on Mangham Associates's 13F filing for Q3 2023, filed 16 Oct 2023.