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MFA Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

MFA Wealth 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
2024
Q4 		– Sell
-14
Closed -$324 – 326
2024
Q3 		$324 Hold
14
– – ﹤0.01% 484
2024
Q2 		$280 Buy
+14
New +$273 ﹤0.01% 504
2020
Q3 		– Sell
-1,688
Closed -$29.7K – 182
2020
Q2 		$29.7K Sell
1,688
-31,556
-95% -$548K 0.02% 94
2020
Q1 		$531K Buy
33,244
+23,976
+259% +$512K 0.52% 33
2019
Q4 		$212K Sell
9,268
-192
-2% -$4.47K 0.15% 40
2019
Q3 		$223K Sell
9,460
-1,130
-11% -$25.9K 0.18% 34
2019
Q2 		$235K Sell
10,590
-42,472
-80% -$948K 0.18% 38
2019
Q1 		$1.18M Buy
53,062
+30,244
+133% +$642K 0.77% 27
2018
Q4 		$439K Sell
22,818
-38,618
-63% -$788K 0.44% 27
2018
Q3 		$1.3M Sell
61,436
-3,798
-6% -$80.3K 0.97% 24
2018
Q2 		$1.38M Buy
65,234
+860
+1% +$17K 0.91% 21
2018
Q1 		$1.27M Sell
64,374
-261,844
-80% -$5.05M 0.96% 21
2017
Q4 		$6.42M Buy
+326,218
New +$6.78M 4.36% 6

Other funds holding SCHH

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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $20.9B AUM 19.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

MFA Wealth Advisors's SCHH Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q4 2024, closing a stake of 14 shares — an estimated $324 sold.

MFA Wealth Advisors first reported a position in SCHH in Q4 2017 and held it in 13 quarters. The position peaked at $6.42M in Q4 2017. 516 funds tracked by Wall St. Rank hold SCHH as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 14 Schwab US REIT ETF shares in Q4 2024, an estimated $324.
  • MFA Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2017 and held it in 13 quarters.
  • MFA Wealth Advisors's Schwab US REIT ETF position peaked at $6.42M in Q4 2017.
  • 516 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.