MassMutual Private Wealth & Trust’s Schwab US REIT ETF SCHH Stock Holding History

MassMutual Private Wealth & Trust’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 Q2	–	Sell	-407	Closed	-$8.26K	–	2221
2024 Q1	$8.26K	Buy	+407	New	+$8.16K	﹤0.01%	1096
2023 Q2	–	Sell	-116	Closed	-$2.26K	–	2001
2023 Q1	$2.26K	Hold	116	–	–	﹤0.01%	1385
2022 Q4	$2K	Hold	116	–	–	﹤0.01%	1322
2022 Q3	$2K	Hold	116	–	–	﹤0.01%	1280
2022 Q2	$2K	Hold	116	–	–	﹤0.01%	1193
2022 Q1	$3K	Sell	116 -1,036	-90%	-$25K	﹤0.01%	1086
2021 Q4	$30K	Buy	+1,152	New	+$28.4K	﹤0.01%	546
2019 Q3	–	Sell	-736	Closed	-$16K	–	894
2019 Q2	$16K	Buy	+736	New	+$16.4K	﹤0.01%	529

Other funds holding SCHH

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

MassMutual Private Wealth & Trust's SCHH Position: Q2 2024 in Review

MassMutual Private Wealth & Trust sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 407 shares — an estimated $8.26K sold.

MassMutual Private Wealth & Trust first reported a position in SCHH in Q2 2019 and held it in 8 quarters. The position peaked at $30K in Q4 2021. 477 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

MassMutual Private Wealth & Trust reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 407 Schwab US REIT ETF shares in Q2 2024, an estimated $8.26K.
MassMutual Private Wealth & Trust first reported a position in Schwab US REIT ETF in Q2 2019 and held it in 8 quarters.
MassMutual Private Wealth & Trust's Schwab US REIT ETF position peaked at $30K in Q4 2021.
477 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2024, filed 2 Jul 2024.