MOS
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MGO One Seven’s Schwab US REIT ETF SCHH Stock Holding History

MGO One Seven’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 		$2.44M Sell
103,094
-906
-0.9% -$21.1K 0.04% 436
2026
Q1 		$2.23M Sell
104,000
-964
-0.9% -$21.1K 0.04% 431
2025
Q4 		$2.19M Buy
104,964
+3,664
+4% +$77.7K 0.04% 413
2025
Q3 		$2.19M Buy
101,300
+5,480
+6% +$117K 0.05% 374
2025
Q2 		$2.03M Buy
95,820
+4,101
+4% +$85.9K 0.07% 322
2025
Q1 		$1.97M Buy
91,719
+16,706
+22% +$357K 0.08% 284
2024
Q4 		$1.58M Buy
75,013
+8,822
+13% +$197K 0.06% 323
2024
Q3 		$1.53M Buy
+66,191
New +$1.45M 0.07% 299
2024
Q2 		– Sell
-83,933
Closed -$1.7M – 1009
2024
Q1 		$1.7M Buy
+83,933
New +$1.68M 0.09% 243
2022
Q3 		– Sell
-9,543
Closed -$201K – 744
2022
Q2 		$201K Buy
+9,543
New +$220K 0.03% 576

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

MGO One Seven's SCHH Position: Q2 2026 in Review

MGO One Seven reduced its Schwab US REIT ETF (SCHH) stake by 0.87% in Q2 2026, selling an estimated $21.1K and leaving 103,094 shares worth $2.44M. The position accounts for 0.04% of the portfolio, ranked #436.

MGO One Seven first reported a position in SCHH in Q2 2022 and has held it in 10 quarters since. 590 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • MGO One Seven held 103,094 shares of Schwab US REIT ETF worth $2.44M as of Q2 2026.
  • MGO One Seven sold 906 Schwab US REIT ETF shares in Q2 2026, an estimated $21.1K.
  • Schwab US REIT ETF made up 0.04% of MGO One Seven's portfolio in Q2 2026, its #436 holding.
  • MGO One Seven first reported a position in Schwab US REIT ETF in Q2 2022 and has held it in 10 quarters since.
  • 590 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.