Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MCM
MV Capital Management’s
Schwab US REIT ETF
SCHH
Stock Holding History
MV Capital Management’s Portfolio
SCHH Stock Details
SCHH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-808
Closed
-$17K
–
1090
2024
Q4
$17K
Hold
808
–
–
﹤0.01%
449
2024
Q3
$18.7K
Hold
808
–
–
﹤0.01%
435
2024
Q2
$16.1K
Hold
808
–
–
﹤0.01%
460
2024
Q1
$16.4K
Hold
808
–
–
﹤0.01%
455
2023
Q4
$16.7K
Hold
808
–
–
﹤0.01%
454
2023
Q3
$14.3K
Hold
808
–
–
﹤0.01%
443
2023
Q2
$15.8K
Hold
808
–
–
﹤0.01%
446
2023
Q1
$15.8K
Hold
808
–
–
﹤0.01%
441
2022
Q4
$15.6K
Hold
808
–
–
﹤0.01%
391
2022
Q3
$15K
Hold
808
–
–
﹤0.01%
386
2022
Q2
$17K
Buy
+808
New
+$18.6K
﹤0.01%
343
Other funds holding SCHH
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
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
Cerity Partners
New York
$70.8B AUM
21.68%
1-Year Est. Return
RA
Rational Advisors
Huntington, New York
$980M AUM
9.86%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
BEI
Benjamin Edwards Inc
Clayton, Missouri
$10.1B AUM
14.03%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close