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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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return