SCHH β€” SCHWAB STRATEGIC TR US REIT ETF

Ownership history in MATHER GROUP, LLC.  Β·  14 quarters on record

AI Ownership Summary

MATHER GROUP, LLC. reported SCHWAB STRATEGIC TR US REIT ETF (SCHH) in 14 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows SCHH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MATHER GROUP, LLC.'s position in SCHWAB STRATEGIC TR US REIT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SCHH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MATHER GROUP, LLC. held SCHH β€” position size vs. price
% of Fund (quarterly)    SCHH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 0.00% $1 2025-10-21 $21.33
2025 Q1 UNCHANGED β€” β€” β€” 0.00% $1 2025-04-25 $20.02
2024 Q4 UNCHANGED β€” β€” β€” 0.00% $1 2025-01-27 $20.85
2024 Q3 REDUCED β€” -1,434 -100.0% 0.00% $1 2024-10-07 $21.45
2024 Q2 ADDED 1,434 +1,407 +5211.1% 0.00% $29K 2024-07-09 $18.94
2024 Q1 REDUCED 27 -5,543 -99.5% 0.00% $560 2024-04-09 $18.99
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MATHER GROUP, LLC. and SCHH

These are the practical questions this page is built to answer before you even open the full history table.

How long has MATHER GROUP, LLC. reported owning SCHH?

MATHER GROUP, LLC. reported SCHH across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported SCHH position in MATHER GROUP, LLC.'s portfolio?

The largest reported portfolio weight for SCHH was 0.00% in 2024 Q2.

What is the latest reported SCHH position on this page?

The latest section of the table and chart shows the most recent reported SCHH position for MATHER GROUP, LLC..

What does the chart on this SCHH ownership page compare?

The chart compares MATHER GROUP, LLC.'s quarterly SCHH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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