SkyOak Wealth’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

SkyOak Wealth’s Portfolio CHMI Stock Details CHMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.5K	Hold	11,000	–	–	0.01%	253
2025 Q4	$28.1K	Hold	11,000	–	–	0.01%	248
2025 Q3	$26.3K	Hold	11,000	–	–	0.01%	246
2025 Q2	$30K	Hold	11,000	–	–	0.01%	242
2025 Q1	$36.3K	Hold	11,000	–	–	0.01%	239
2024 Q4	$29K	Hold	11,000	–	–	0.01%	249
2024 Q3	$39.9K	Hold	11,000	–	–	0.01%	236
2024 Q2	$39.9K	Hold	11,000	–	–	0.01%	238
2024 Q1	$38.9K	Hold	11,000	–	–	0.01%	242
2023 Q4	$44.4K	Hold	11,000	–	–	0.01%	233
2023 Q3	$40.9K	Hold	11,000	–	–	0.01%	228
2023 Q2	$53.1K	Hold	11,000	–	–	0.02%	233
2023 Q1	$60.7K	Hold	11,000	–	–	0.02%	238
2022 Q4	$63.8K	Hold	11,000	–	–	0.02%	216
2022 Q3	$54K	Hold	11,000	–	–	0.02%	209
2022 Q2	$70K	Hold	11,000	–	–	0.02%	213
2022 Q1	$85K	Buy	+11,000	New	+$87.1K	0.02%	235

Other funds holding CHMI

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SkyOak Wealth's CHMI Position: Q1 2026 in Review

SkyOak Wealth held its Cherry Hill Mortgage Investment Corp (CHMI) position steady in Q1 2026 at 11,000 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #253.

SkyOak Wealth first reported a position in CHMI in Q1 2022 and has held it in 17 quarters since. The position peaked at $85K in Q1 2022. 54 funds tracked by Wall St. Rank hold CHMI as of Q1 2026.

SkyOak Wealth held 11,000 shares of Cherry Hill Mortgage Investment Corp worth $27.5K as of Q1 2026.
SkyOak Wealth left its Cherry Hill Mortgage Investment Corp share count unchanged in Q1 2026.
Cherry Hill Mortgage Investment Corp made up 0.01% of SkyOak Wealth's portfolio in Q1 2026, its #253 holding.
SkyOak Wealth first reported a position in Cherry Hill Mortgage Investment Corp in Q1 2022 and has held it in 17 quarters since.
SkyOak Wealth's Cherry Hill Mortgage Investment Corp position peaked at $85K in Q1 2022.
54 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.