Mather Group
SCHH icon

Mather Group’s Schwab US REIT ETF SCHH Stock Holding History

Mather Group’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
Q3 		$81.5K Buy
3,697
+1,366
+59% +$32.4K ﹤0.01% 1014
2026
Q2 		$55.2K Hold
2,331
– – ﹤0.01% 1080
2026
Q1 		$50.1K Buy
+2,331
New +$51.1K ﹤0.01% 1055
2025
Q3 		– Hold
0
– – – 1712
2025
Q1 		– Hold
0
– – – 1792
2024
Q4 		– Hold
0
– – – 1745
2024
Q3 		– Sell
-1,434
Closed -$31.4K – 1707
2024
Q2 		$29.1K Buy
1,434
+1,407
+5,211% +$27.4K ﹤0.01% 1154
2024
Q1 		$560 Buy
+27
New +$541 ﹤0.01% 1675
2018
Q4 		– Sell
-11,140
Closed -$232K – 70
2018
Q3 		$232K Sell
11,140
-46,730
-81% -$988K 0.02% 52
2018
Q2 		$1.21M Sell
57,870
-47,740
-45% -$945K 0.12% 34
2018
Q1 		$2.02M Buy
105,610
+11,064
+12% +$213K 0.21% 26
2017
Q4 		$1.97M Buy
94,546
+7,886
+9% +$164K 0.22% 26
2017
Q3 		$1.78M Buy
86,660
+5,478
+7% +$113K 0.22% 25
2017
Q2 		$1.67M Buy
81,182
+13,578
+20% +$279K 0.22% 26
2017
Q1 		$1.38M Buy
67,604
+5,602
+9% +$115K 0.21% 30
2016
Q4 		$1.27M Buy
+62,002
New +$1.24M 0.22% 26

Other funds holding SCHH

Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Zynergy Retirement Planning
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Mather Group's SCHH Position: Q3 2026 in Review

Mather Group increased its Schwab US REIT ETF (SCHH) stake by 59% in Q3 2026, buying an estimated $32.4K and bringing the position to 3,697 shares worth $81.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Mather Group first reported a position in SCHH in Q4 2016 and has held it in 13 quarters since. The position peaked at $2.02M in Q1 2018. 149 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • Mather Group held 3,697 shares of Schwab US REIT ETF worth $81.5K as of Q3 2026.
  • Mather Group bought 1,366 Schwab US REIT ETF shares in Q3 2026, an estimated $32.4K.
  • Schwab US REIT ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1014 holding.
  • Mather Group first reported a position in Schwab US REIT ETF in Q4 2016 and has held it in 13 quarters since.
  • Mather Group's Schwab US REIT ETF position peaked at $2.02M in Q1 2018.
  • 149 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.