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MCF Advisors’s Schwab US REIT ETF SCHH Stock Holding History

MCF Advisors’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 		$8.43K Hold
356
– – ﹤0.01% 1074
2026
Q1 		$7.65K Hold
356
– – ﹤0.01% 1015
2025
Q4 		$7.44K Sell
356
-57
-14% -$1.21K ﹤0.01% 889
2025
Q3 		$8.91K Buy
413
+57
+16% +$1.22K ﹤0.01% 712
2025
Q2 		$7.53K Hold
356
– – ﹤0.01% 698
2025
Q1 		$7.66K Sell
356
-3,388
-90% -$72.4K ﹤0.01% 689
2024
Q4 		$78.8K Buy
3,744
+3,388
+952% +$75.7K 0.01% 344
2024
Q3 		$8.25K Sell
356
-318
-47% -$6.96K ﹤0.01% 680
2024
Q2 		$13.5K Hold
674
– – ﹤0.01% 602
2024
Q1 		$13.7K Hold
674
– – ﹤0.01% 586
2023
Q4 		$14K Hold
674
– – ﹤0.01% 565
2023
Q3 		$12K Buy
674
+356
+112% +$6.85K ﹤0.01% 556
2023
Q2 		$6.21K Hold
318
– – ﹤0.01% 609
2023
Q1 		$6.2K Hold
318
– – ﹤0.01% 612
2022
Q4 		$6.13K Sell
318
-520
-62% -$10K ﹤0.01% 580
2022
Q3 		$16K Buy
838
+520
+164% +$11.3K ﹤0.01% 498
2022
Q2 		$7K Hold
318
– – ﹤0.01% 541
2022
Q1 		$8K Buy
+318
New +$7.67K ﹤0.01% 539
2018
Q1 		– Sell
-18
Closed – – 503
2017
Q4 		$0 Buy
+18
New +$374 ﹤0.01% 514

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

MCF Advisors's SCHH Position: Q2 2026 in Review

MCF Advisors held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 356 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

MCF Advisors first reported a position in SCHH in Q4 2017 and has held it in 19 quarters since. The position peaked at $78.8K in Q4 2024. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • MCF Advisors held 356 shares of Schwab US REIT ETF worth $8.43K as of Q2 2026.
  • MCF Advisors left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #1074 holding.
  • MCF Advisors first reported a position in Schwab US REIT ETF in Q4 2017 and has held it in 19 quarters since.
  • MCF Advisors's Schwab US REIT ETF position peaked at $78.8K in Q4 2024.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.