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 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 $49.2B AUM 14.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $820M AUM

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return