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

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 $56.3B AUM 17.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MV Capital Management's SCHH Position: Q1 2025 in Review

MV Capital Management sold out of Schwab US REIT ETF (SCHH) in Q1 2025, closing a stake of 808 shares — an estimated $17K sold.

MV Capital Management first reported a position in SCHH in Q2 2022 and held it in 11 quarters. The position peaked at $18.7K in Q3 2024. 509 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

MV Capital Management reported no remaining Schwab US REIT ETF position as of Q1 2025 after selling out during the quarter.
MV Capital Management sold 808 Schwab US REIT ETF shares in Q1 2025, an estimated $17K.
MV Capital Management first reported a position in Schwab US REIT ETF in Q2 2022 and held it in 11 quarters.
MV Capital Management's Schwab US REIT ETF position peaked at $18.7K in Q3 2024.
509 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on MV Capital Management's 13F filing for Q1 2025, filed 15 Apr 2025.