MG
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
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

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

Mather Group's SCHH Position: Q2 2026 in Review

Mather Group held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 2,331 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Mather Group first reported a position in SCHH in Q4 2016 and has held it in 12 quarters since. The position peaked at $2.02M in Q1 2018. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Mather Group held 2,331 shares of Schwab US REIT ETF worth $55.2K as of Q2 2026.
  • Mather Group left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1080 holding.
  • Mather Group first reported a position in Schwab US REIT ETF in Q4 2016 and has held it in 12 quarters since.
  • Mather Group's Schwab US REIT ETF position peaked at $2.02M in Q1 2018.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.