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MTM Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

MTM Investment Management’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 		$924 Hold
39
– – ﹤0.01% 671
2026
Q1 		$838 Hold
39
– – ﹤0.01% 667
2025
Q4 		$815 Hold
39
– – ﹤0.01% 672
2025
Q3 		$841 Hold
39
– – ﹤0.01% 685
2025
Q2 		$825 Hold
39
– – ﹤0.01% 691
2025
Q1 		$840 Buy
+39
New +$834 ﹤0.01% 279

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

MTM Investment Management's SCHH Position: Q2 2026 in Review

MTM Investment Management held its Schwab US REIT ETF (SCHH) position steady in Q2 2026 at 39 shares worth $924. The position accounts for ﹤0.01% of the portfolio, ranked #671.

MTM Investment Management first reported a position in SCHH in Q1 2025 and has held it in 6 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • MTM Investment Management held 39 shares of Schwab US REIT ETF worth $924 as of Q2 2026.
  • MTM Investment Management left its Schwab US REIT ETF share count unchanged in Q2 2026.
  • Schwab US REIT ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #671 holding.
  • MTM Investment Management first reported a position in Schwab US REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.